Private Banker - SVP / Director
Bertrange, Luxembourg,Luxembourg
il y a 3j

The position is for a senior private banker within the Citi Wealth at Work Law Firm Group business based in Luxembourg.

Following the U.K’s exit from the EEA on the 31 Jan 2020, the EEA region has been identified as an important strategic expansion initiative for the Global Citi Wealth at Work Law Firm Group business in EMEA.

Key existing global law firm clients that are headquartered in the UK and US have a significant presence in the EEA region.

With Citi’s existing Luxembourg booking centre having been established in the region, an exciting opportunity exists with our existing law firm clients to further build out our very successful global business in this market.

The role will be available starting from August 2022, initially based in London for a short training period, with an expected permanent move to Luxembourg in Q4 of 2022.

Responsibilities :

  • Actively identify prospects and establish contact with them / convert prospects into clients.
  • Demonstrate an in-depth understanding of clients’ businesses and sources of wealth generation.
  • Anticipate events in a client’s life and business which have significant financial implications.
  • Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters.
  • Build relationships with law firms and their partners to establish long-term connections to the Law Firm Group business within Citi Wealth at Work.
  • Effectively manage client expectations regarding what can and cannot be executed on their behalf.
  • Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate.
  • Uncover needs that are not articulated or clearly expressed by the client.
  • Bring together the product experts to develop long-term solutions to strengthen relationships with the firm.
  • Help clients achieve broad financial / investment goals related to the creation and management of wealth.
  • Develop tailored solutions that address clients' investment, risk management, and financing / liquidity needs.
  • Set challenging goals, regularly monitoring progress and making adjustments to achieve objectives.
  • Plan and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction.
  • Establish a referral network and gain introductions to potential clients which generate new sales.
  • Close the deal, making concessions that are appropriate and in line with the fundamental interests of Citi Wealth at Work.
  • Help team members acquire the experience necessary to establish credibility with clients and intermediaries.
  • Demonstrate strong commitment to team success and place team goals above personal achievement.
  • Encourage team members to work together to deepen client relationships and exceed sales goals.
  • Align complementary experiences and skill sets of team members to maximize client effectiveness.
  • Build relationships / partner with support groups in Citi Wealth at Work to maintain control, find solutions and resolve issues.
  • Follow standard procedures and advocate appropriate exceptions to standard practices when the bigger picture needs to be considered, and seeks or grants approvals as appropriate.
  • Ensure compliance on regulatory requirements and minimizes any potential liability for Citi.
  • Ensure strong controls and effective operational and administrative services.
  • Set an example of behaviour to all staff.
  • Partner with colleagues across the Citi network to leverage capabilities and share expertise.
  • Advocate for the client, negotiating on their behalf with members of the Citi Wealth at Work and Citi.
  • Ensure clients are presented with seamless execution of internal processes and Citigroup services.
  • Prioritize issues that need to be escalated, getting the appropriate people involved to expedite resolution.
  • Understand and communicate the risk involved with various investment strategies.
  • Establish credibility and trust with all Citi Wealth at Work colleagues, maintaining the highest standards of personal and professional integrity.
  • Persevere in delivering what is promised, even when obstacles arise.
  • Flag and report illegal or improper transactions, complying with all regulatory policies and control procedures regarding client acceptability.
  • Understand the broad array of products and services under the Citi umbrella.
  • Apply an in-depth level of knowledge in key investment and financing products.
  • Develop expertise to identify business opportunities and address the unique needs of specific client segments.
  • Keep abreast of financial industry developments and current global market conditions.
  • Present and communicate complex financial concepts and investment strategies with the highest degree of professionalism.
  • Seek continuous improvement, admit mistakes and adapt behaviour, based on feedback from clients and colleagues
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
  • Qualifications :

  • Significant experience as a Private Banker
  • Extensive and proven experience in Private Banking having covered the professional services / legal market / Extensive experience in working with and / or leading client teams and transactions / Demonstrated track record in relationship selling
  • Demonstrates extensive knowledge of all Citi Wealth at Work products, systems, platforms, tools and capabilities.
  • Education :

  • University degree.
  • IAD level 4
  • Local regulatory exam in Lux
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