About the role
FinEx AI summary
Citi seeks a senior private banker for its Taiwan offshore team to acquire and advise high-net-worth clients. The role focuses on building lasting, multi-generational client relationships, developing tailored investment, risk-management and financing solutions, and driving revenue growth.
Core skills
client acquisitionwealth management advisoryhigh-net-worth relationship managementinvestment advicerisk tolerance assessmentfinancing and liquidity solutions