Wealth - Law Firm Group - Banker - Director

Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold® and Citigold® Private Client and captures wealth management in the workplace through Citi Global Wealth at Work.

Citi Global Wealth at Work is designed to be a partner to lawyers, accountants, asset managers and management professionals with deep industry specific expertise to help you navigate your financial goals. You could access a range of responsive banking, investing, wealth management & planning services and access to a dedicated Private Banker. We also support firms, and we offer a range of specialized capabilities both for your company and your employees.

Whether it’s access to a Private Banker as a corporate benefit, or financing, we aim to be your comprehensive financial partner.

The Banker SAFE Act is an internally and externally recognized subject matter expert that influences the way things are done, not only internally, but beyond the business itself. Requires a broad and comprehensive understanding of the field. Is a true thought leader who develops new techniques, methodologies and approaches in own field to directly impact the work of others and the results of the organization.

Recognized as a resource for innovation or groundbreaking developments. Excellent communication skills required in order to negotiate internally and externally at a senior levels. Negotiations will have an impact on the business and are likely to involve external parties such as clients, government bodies or other organizations. A sizeable impact on a major function and/or the business through making decisions that determine technical approaches and strategies for the area.

Responsible for setting the technical direction of technical areas that are key to the business. Decisions made at this level will determine technical developments and the general technical strategy of the whole technical area.

• 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…