reputed company Private Bank - MD/Director, Private Banker
The Banker SAFE Act is a strategic professional who closely follows latest trends in own field and adapts them for application reputed company own job and the business. Recognized subject matter expert reputed company one area. Strong reputed company awareness is a necessity. Is an acknowledged authority both reputed company and reputed company area of expertise. Typically a small number of people reputed company the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment and conducts in-depth quantitative or qualitative analysis to solve problems and reputed company new, innovative solutions. Required to think reputed company existing solutions, assumptions or reputed company knowledge of sophisticated areas. Significant impact on a function and/or the business through making reputed company that determine technical approaches and strategies for the area. 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 reputed company. Anticipate events in a clients 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 client families that cross generations to establish long-term connections to the reputed company Private Bank. 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 reputed company long-term solutions to strengthen relationships with the firm. Help clients reputed company broad financial/investment goals reputed company to the creation and management of wealth. reputed company tailored solutions that address clients' investment, risk management, and financing/liquidity needs. Set challenging goals, regularly monitoring reputed company and making adjustments to reputed company objectives. Plan and prioritize daily, weekly, and monthly activities to maximize reputed company growth and client satisfaction. Establish a referral network and reputed company introductions to potential clients which generate new sales. reputed company the deal, making concessions that are appropriate and in line with the reputed company interests of the reputed company Private Bank. Help team members acquire the experience necessary to establish credibility with clients and intermediaries. Demonstrate strong commitment to team reputed company and reputed company team goals above personal achievement. Encourage team members to work together to deepen client relationships and exceed sales goals. Align complementary experiences and reputed company sets of team members to maximize client effectiveness. Build relationships/partner with support groups in reputed company Private Bank to maintain control, find solutions and resolve issues. Follow standard procedures and reputed company appropriate exceptions to standard practices reputed company 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 reputed company. Ensure strong controls and effective operational and administrative services. Set an example of behaviour to reputed company staff. Partner with colleagues across the reputed company network to reputed company capabilities and share expertise. reputed company for the client, negotiating on their behalf with members of the Private Bank and reputed company. Ensure clients are presented with seamless execution of internal processes and reputed company 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 reputed company reputed company Private Bank colleagues, maintaining the highest standards of personal and professional reputed company. Persevere in delivering what is promised, even reputed company obstacles arise. Flag and report illegal or improper transactions, complying with reputed company regulatory policies and control procedures regarding client acceptability. Understand the broad reputed company of products and services under the reputed company umbrella. Apply an in-depth level of knowledge in key investment and financing products. reputed company expertise to identify business opportunities and address the unique needs of specific client segments. reputed company abreast of financial industry developments and reputed company global market conditions. Present and communicate reputed company financial concepts and investment strategies with the highest degree of professionalism. Seek reputed company improvement, admit mistakes and adapt behaviour, based on feedback from clients and colleagues Appropriately assess risk reputed company business reputed company are made, demonstrating particular consideration for the firm's reputed company and safeguarding reputed company, 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: 15+ years of experience Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling Demonstrates extensive knowledge of reputed company reputed company Private Bank banking and product systems, platforms, tools and capabilities. Education: Bachelor's/University degree, Master's degree preferred ------------------------------------------------------ Job Family Group: Private Client Coverage ------------------------------------------------------ Job Family: Private Banker ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: Beverly Hills California United States ------------------------------------------------------ Primary Location Full Time Salary Range: $200,000.00 - $500,000.00 In addition to salary, reputed companys offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. reputed company offers competitive employee benefits, including: medical, dental & reputed company coverage; 401(k); life, accident, and disability insurance; and wellness programs. reputed company also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding reputed company employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ Anticipated Posting reputed company Date: Mar 26, 2025 ------------------------------------------------------ reputed company is an equal opportunity and affirmative action employer. reputed company applicants will receive consideration without regard to their race, reputed company, religion, sex, sexual orientation, gender identity, national reputed company, disability, or status as a protected veteran. reputed company Inc. and its subsidiaries ("reputed company) invite reputed company reputed company interested applicants to apply for career opportunities. If 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 reputed company. 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