Private Banker, UHNW – Israel Market

About the role

Citi Private Bank serves the world's wealthiest individuals and families with bespoke wealth management. The Private Banker develops and delivers private and investment banking services to Ultra High Net Worth (UHNW) clients in the Israel market, where UHNW is defined as a net worth of USD 25 million or more.

Key responsibilities

• Build client relationships by understanding clients' businesses and sources of wealth and acting as a trusted advisor
• Develop tailored solutions for investment, risk management and financing/liquidity needs
• Set challenging goals, monitor progress and adjust to achieve results
• Help team members gain the experience needed to earn credibility with clients and intermediaries
• Maintain strong relationships with support functions across the Private Bank to solve issues
• Promote integrity and trust by communicating the risks of different investment strategies

Required profile

• Proven experience in UHNW private banking, specifically covering the Israel market
• Demonstrated track record in acquiring relationships and building new business, prospecting and closing transactions
• Extensive experience selling new products based on client needs
• Experience working in teams and influencing diverse stakeholders
• Fluent English (written and spoken); knowledge of Hebrew is advantageous

Required skills

• Excellent relationship-building skills
• Thrives in a business development environment
• Strong IT skills including Excel and Word
• Awareness of risk and compliance