UHNW Private Banking Lead, Taiwan Team — SVP​/Director

Senior Private Banker (Taiwan Team) - SVP / Director

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Job Req :

Location(s):

Hong Kong, Central and Western District, Hong Kong SAR

Job Type:

On-Site/Resident

Posted:

Mar. 06, 2026

Discover your future at Citi

Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.

At Citi
, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients – whether they be consumers, corporations, governments or institutions – to help them meet their biggest opportunities and face the world's toughest challenges.

Shape your Career with Citi

Citi Private Bank (CPB) is dedicated to serving the world’s wealthiest individuals and their families. From 52 locations across 20 countries, we offer our services to more than 14,000 ultra-high net worth clients from nearly 100 nations. Our clients include entrepreneurs, business leaders, executives, their heirs and families, whom we offer customized services to help protect and responsibly grow their wealth.

We’re currently looking for a high caliber professional to join our team as a Senior Private Banker
-Taiwan Team (UHNW Segment), based in Hong Kong. Being part of our team means that we’ll provide you with the resources to meet your unique needs, empower you to make healthy decision and manage your financial well-being to help plan for your future. For instance:

• Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more. Coverage varies by country.

• Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses.

• We have a variety of programs that help employees balance their work and life, including generous paid time off packages.

In this role, you’re expected to:

• 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.

• Buil…