Dein persönlicher KI-Karriere-Agent
Leading a team of senior private banking professionals. Broad understanding of financial systems and business cycles required. Reasonable accommodation for disabilities.
Deine Match-Analyse
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Anforderungen
- Broad understanding of systems, theories, practices, and business cycles
- In-depth industry and competitor knowledge
- Thorough understanding of strategic direction and functional expertise
- Excellent communication skills for influencing audiences
- Experience in internal and external negotiations
- Thorough knowledge of Swiss market
- Track record of growing business with a focused team
- Experience with Swiss onshore, UHNW clients, family offices
- 15+ years servicing UHNW and family offices
- Strong local network in Switzerland
- 10 years+ servicing Swiss client segment with personal book
- Extensive Private Banking experience in UHNW market
- Extensive experience leading client teams and transactions
- Demonstrated track record in relationship selling
- Valued Swiss national languages (French, German, Italian)
Aufgaben
- Manage a team of senior professionals
- Understand systems, theories, and practices
- Contribute to commercial objectives
- Influence a wide range of audiences
- Negotiate internally and externally
- Develop medium- to long-term plans
- Execute functional strategies
- Grow existing client business
- Implement acquisition strategy for UHNW clients
- Demonstrate thorough knowledge of the Swiss market
- Achieve overall team revenues and growth objectives
- Drive personal scorecard targets
- Ensure team financial goals
- Coach and guide team members
- Develop and implement marketing and client events
- Help team members execute account plans
- Understand clients’ businesses and wealth sources
- Anticipate significant financial events
- Develop long-term client solutions
- Help clients achieve financial and investment goals
- Create tailored investment solutions
- Establish a referral network
- Close deals with appropriate concessions
- Prioritize team success over personal achievement
- Encourage collaborative team work
- Develop strong relationships with support functions
- Ensure compliance with regulatory requirements
- Maintain strong controls and operational services
- Leverage capabilities across Citigroup
- Ensure seamless execution of internal processes
- Assess risk in business decisions
- Safeguard Citigroup’s reputation and assets
- Supervise activities and ensure accountability
Berufserfahrung
Ausbildung
Sprachen
Benefits
- Reasonable accommodation for disabilities
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