Senior Private Banker, Swiss Onshore in Genève

pThe bSenior Private Banker, Swiss Onshore /b is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Strong commercial awareness is a necessity. Is an acknowledged authority both within and outside area of expertise. Typically a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a senior level, and externally. Provides advanced judgment and conducts in-depth quantitative or qualitative analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions, assumptions or current knowledge of sophisticated areas. /ph3bResponsibilities: /b /h3ulliActively identify Swiss Onshore prospects and establish contact with them/convert prospects into clients. /liliDemonstrate an in-depth understanding of clients’ businesses and sources of wealth generation. /liliAnticipate events in a client’s life and business which have significant financial implications. /liliServe as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. /liliBuild relationships with client families that cross generations to establish long-term connections to the Citi Private Bank. /liliEffectively manage client expectations regarding what can and cannot be executed on their behalf. /liliMaintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate. /liliUncover needs that are not articulated or clearly expressed by the client. /liliBring together the product experts to develop long-term solutions to strengthen relationships with the firm. /liliHelp clients achieve broad financial/investment goals related to the creation and management of wealth. /liliDevelop tailored solutions that address clients' investment, risk management, and financing/liquidity needs. /liliSet challenging goals, regularly monitoring progress and making adjustments to achieve objectives. /liliPlan and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction. /liliEstablish a referral network and gain introductions to potential clients which generate new sales. /liliClose the deal, making concessions that are appropriate and in line with the fundamental interests of the Citi Private Bank. /liliHelp team members acquire the experience necessary to establish credibility with clients and intermediaries. /liliDemonstrate strong commitment to team success and place team goals above personal achievement. /liliEncourage team members to work together to deepen client relationships and exceed sales goals. /liliAlign complementary experiences and skill sets of team members to maximize client effectiveness. /liliBuild relationships/partner with support groups in Citi Private Bank to maintain control, find solutions and resolve issues. /liliFollow standard procedures and advocate appropriate exceptions to standard practices when the bigger picture needs to be considered, and seek or grant approvals as appropriate. /liliEnsure compliance on regulatory requirements and minimizes any potential liability for Citi. /liliEnsure strong controls and effective operational and administrative services. /liliPartner with colleagues across the Citi network to leverage capabilities and share expertise. /liliEnsure clients are presented with seamless execution of internal processes and Citigroup services. /liliPrioritize issues that need to be escalated, getting the appropriate people involved to expedite resolution. /liliUnderstand and communicate the risk involved with various investment strategies. /liliEstablish credibility and trust with all Citi Private Bank colleagues, maintaining the highest standards of personal and professional integrity. /liliFlag and report illegal or improper transactions, complying with all regulatory policies and control procedures regarding client acceptability. /liliUnderstand the broad array of products and services under the Citi umbrella. /liliApply an in-depth level of knowledge in key investment and financing products. /liliDevelop expertise to identify business opportunities and address the unique needs of specific client segments. /liliAppropriately 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. /li /ulh3bQualifications: /b /h3ulli15+ years of experience /liliExtensive and proven experience in Private Banking having covered the Swiss onshore UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling /li /ulh3bEducation: /b /h3ulliBachelor's/University degree, Master's degree preferred /li /ulh3bJob Family Group: /b /h3pPrivate Client Coverage /ph3bJob Family: /b /h3pPrivate Banker /ph3bMost Relevant Skills /b /h3pPlease see the requirements listed above. /ph3bOther Relevant Skills /b /h3pFor complementary skills, please see above. /ppCiti is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. /ppIf you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. /ppView Citi’s EEO Policy Statement and the Know Your Rights poster. /p #J-18808-Ljbffr