.**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 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 minimizes 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
