Citigold Private Client (cpc) Banker

Citi Handlowy

**
8+ years relationship manager experience
Client account management and asset allocation
Kyc/aml compliance adherence
** Citi Handlowy is seeking a Citigold Private Client Banker to manage and enhance relationships with high-net-worth clients. The role requires extensive relationship management experience, strong analytical skills, and a commitment to compliance and client service. **

Job Summary

  • The CPC Banker is a seasoned professional role requiring in-depth disciplinary knowledge to improve processes and workflows.
  • Responsibilities include reviewing customer needs, advising on asset allocation, and proactively engaging clients to validate understanding.
  • Employees must strictly adhere to KYC/AML norms while ensuring exceptional client experiences measured by specific metrics.

Matching Summary

Match Score: 75

** Citi Handlowy is seeking a Citigold Private Client Banker to manage and enhance relationships with high-net-worth clients. The role requires extensive relationship management experience, strong analytical skills, and a commitment to compliance and client service. **

Skills & Requirements

Must-have

  • 8+ years relationship manager experience
  • Client account management and asset allocation
  • KYC/AML compliance adherence
  • Risk assessment and financial planning
  • New customer acquisition through referrals

Nice-to-have

  • Strong communication and diplomacy skills
  • Coaching and training new recruits
  • Organizing customer events for bonding
  • Influencing decisions through advice
  • Enhanced Competency Framework certification

Key Requirements

  • Over 8 years of relationship manager experience
  • HKSI 1,7,8 and IIQE 1,2,3,5 qualifications
  • Bachelor's degree or equivalent experience
  • Mandatory Reference Checking Scheme eligibility

Work Rights

Not specified

Tailored Resume

Cover Letter