Private Banker (Taiwan Team) - AVP / VP

Private Banker (Taiwan Team) - AVP / VP Job Req Id: 25909144 Location(s): Hong Kong, Central and Western District, Hong Kong SAR Job Type: On-Site/Resident Posted: Apr. 01, 2026 Job Overview At Citi, we connect millions of people across hundreds of cities and countries each day. We provide a broad range of financial services and products to our clients – consumers, corporations, governments or institutions – to help them meet their biggest opportunities and face the world's toughest challenges. Citi Private Bank (CPB) serves the world’s wealthiest individuals and families, offering customized services to help protect and responsibly grow their wealth. Benefits Programs and services for physical and mental well-being including telehealth, health advocates, confidential counseling. Access to learning and development resources to broaden and deepen your skills and knowledge. Generous paid time off packages and work‑life balance programs. Role Responsibilities 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 and maintain relationships with Business Partners, Colleagues and Staff. 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 minimize any potential liability for Citi. Ensure strong controls and effective operational and administrative services. Set an example of behaviour to all staff. 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. Persevere in delivering what is promised, even when obstacles arise. 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. Keep abreast of financial industry developments and current global market conditions. Present and communicate complex financial concepts and investment strategies with the highest degree of professionalism. Seek continuous improvement, learn from mistakes and adapt behaviour, based on feedback from clients and colleagues. 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 behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications Bachelor’s/University degree; Master’s degree preferred. 6‑10 years of experience. Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage. Extensive and proven experience in Private Banking covering the UHNW market; extensive experience in working with and/or leading client teams and transactions; demonstrated track record in relationship selling. EEO Statement Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. Mandatory Reference Checking (MRC) Scheme This position falls under the Mandatory Reference Checking (MRC) Scheme, a standardised reference‑checking arrangement that is designed to support the integrity of authorised institutions regulated by the Hong Kong Monetary Authority. The MRC Scheme requires an in‑scope institution intending to hire an individual for certain relevant positions to conduct a mandatory reference check on that individual, by requesting information about them from each relevant former and current employer. By applying for this role, you acknowledge that your reference may be shared with other participating banks in accordance with the scheme’s principles. For further details, please refer to the public website of HKAB. #J-18808-Ljbffr Citi