花旗金融
Senior Private Banker (Taiwan Team) - SVP / Director
Senior Private Banker (Taiwan Team) - SVP / Director
发布于 大约 2 个月前高层管理(VP/总经理/CEO)
Hong Kong, Central and Western District, Hong Kong SAR
高级经验
全职员工
仅现场办公
本科
销售与零售
Risk Management
Team Leadership
Wealth Management
Client Acquisition
Ultra-High Net Worth
AI 估算 · 250k–400k
SVP/Director level at a top global bank in Hong Kong, with 15+ years experience and UHNW client focus; market pays premium for p
职位详情
关于这个职位
This role is a senior private banker position within Citi's Private Bank, focusing on ultra-high net worth clients from Taiwan. Based in Hong Kong, you will be responsible for client acquisition, relationship management, and providing tailored financial solutions including investment, risk management, and financing. You will lead a team and work closely with product experts to deepen client relationships and drive revenue growth.
最低要求
Bachelor's/University degree
+ years of experience
Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under HKIB would be an advantage
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
工作职责
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 client families that cross generations to establish long-term connections to the Citi 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 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 the Citi Private Bank.
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 Private Bank 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 seek or grant approvals as appropriate.
Ensure compliance on regulatory requirements and minimizes any potential liability for Citi.
Ensure strong controls and effective operational and administrative services.
Partner with colleagues across the Citi network to leverage capabilities and share expertise.
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 Private Bank colleagues, maintaining the highest standards of personal and professional integrity.
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.
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.
优先资格
Master's degree preferred
AI 洞察
优缺点分析
优点
- Access to Citi's global network and resources, providing a wide range of products and services for UHNW clients.
- High earning potential through competitive compensation and incentives tied to revenue generation.
- Opportunity to work with a prestigious clientele and build deep, long-lasting relationships across generations.
- Strong brand reputation and training programs to support career growth.
- Intense pressure to meet aggressive sales targets and revenue goals in a highly competitive market.
- Requires significant travel and client entertainment, impacting work-life balance.
- Complex regulatory environment (HKMA, MRC scheme) demands meticulous compliance and risk management.
- This role is ideal for experienced private bankers with a strong track record in UHNW client acquisition and relationship management, who thrive in a target-driven, high-reward environment and are comfortable with a client-centric, demanding schedule.
缺点 / 挑战
暂无明显挑战项
角色解读
- Advance to more senior leadership roles within Citi Private Bank, such as Market Head or Regional Business Manager.
- Transition to broader roles in wealth management or family office advisory across Asia Pacific.
- Build a personal brand as a top private banker, potentially moving to boutique firms or establishing your own advisory practice.
- Identify and convert ultra-high net worth prospects into clients, predominantly from the Taiwan market.
- Serve as a trusted advisor, providing strategic advice on wealth management, investment, risk management, and financing solutions.
- Lead and mentor team members, fostering collaboration to deepen client relationships and exceed sales targets.
- Deep expertise in private banking for UHNW clients, including investment products, credit, and trust services.
- Proven ability to build and maintain long-term client relationships across generations.
- Strong sales and negotiation skills with a track record of closing complex deals.
- Leadership experience and ability to work effectively with internal product specialists and support teams.
申请策略
- Tailor your cover letter to demonstrate understanding of the Taiwan UHNW segment and your unique value proposition.
- Be prepared to discuss your compliance track record and how you navigate regulatory challenges in private banking.
- Quantify your success: include assets under management (AUM) growth, revenue generated, number of UHNW clients acquired.
- Emphasize team leadership and mentoring experience, as the role involves developing junior bankers.
- Showcase expertise in complex wealth structuring, cross-border investments, and familiarity with Taiwan market if applicable.
- Highlight any professional certifications (ECF, CB, CFA) and educational background.
- If not already, consider obtaining HKIB certifications (ECF or Certified Banker) which are preferred.
- Deepen knowledge of alternative investments, trust and estate planning, and private credit markets.
面试指南
- Use the STAR method (Situation, Task, Action, Result) to structure responses, focusing on measurable outcomes.
- Demonstrate client-centric thinking by emphasizing how you balance risk, compliance, and relationship goals.
- Show you can leverage internal resources (product teams, risk, legal) to deliver customized solutions.
- How do you typically identify and approach UHNW prospects? Give a specific example of a successful conversion.
- Describe a time you had to manage a complex client situation with competing needs and how you handled it.
- How do you stay updated on market trends and investment products to advise clients effectively?
- Tell me about a time you led a team to achieve a difficult sales goal. What was your leadership approach?
- How do you ensure full compliance while still meeting client needs and revenue targets?
职位点评
64
综合评分
High-reward, high-pressure senior private banking role at a global bank, with excellent compensation but demanding lifestyle.
更适合这类人
This role is best suited for a highly motivated individual who prioritizes financial reward and career advancement over work-life balance. Ideal for seasoned private bankers with a strong sales drive.
表现最好
薪资福利
相对薄弱
工作生活
薪资福利85
成长发展70
工作生活40
使命价值60
薪资福利
85较高
This role offers high earning potential with a strong base salary and performance bonuses, typical for SVP/Director level at a top-tier bank. Benefits include wellness programs, learning resources, and paid time off, though the focus is on financial reward.
薪资信号未披露（AI估算：250K-400K/月）
福利待遇telehealth options、health advocates、confidential counseling、generous paid time off
成长发展
70中等
Citi provides access to learning and development resources, but the role is primarily sales-focused. Growth is tied to performance and relationship building, with potential to move into senior leadership. The JD mentions helping team members acquire experience, indicating some mentorship.
技术前沿非技术岗（不适用）
成长机会learning and development resources、help team members acquire the experience necessary to establish credibility
业务类型profit_center
工作生活
40较低
The role requires significant client interaction and likely long hours, networking events, and travel. The JD mentions 'generous paid time off' but no explicit flexible working or remote options. High-pressure sales environment reduces work-life balance.
工作模式未明确
办公地点市区核心地段
加班情况未提及（无法判断）
工作生活平衡generous paid time off
使命价值
60中等
Citi has a strong brand and a mission to help clients manage wealth responsibly, but the role is commercial rather than socially impactful. There is some sense of making a real impact on clients' financial well-being, but primarily profit-driven.
行业发展稳定成熟行业
社会影响中性/一般
使命信号help them meet their biggest opportunities and face the world's toughest challenges
创新程度稳健跟随主流
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