UHNW Private Banker and Wealth Strategist

1 week ago

Denver, Colorado, United States Citigroup Inc Full time
Job Summary

As a UHNW Private Banker at Citigroup Inc., you will play a critical role in developing and deepening client relationships to understand their financial situations and create tailored wealth management strategies. You will leverage your expertise to add value to clients by building and utilizing a network of internal resources to achieve desired results.

Key Responsibilities

  • Grow client net revenue annually in core product areas: investment management, capital markets, and banking & lending
  • Create sales and marketing strategies to generate revenue growth and acquire new target clients within different sectors
  • Prospecting, generating leads, and developing prospects to identify referrals to new clients/prospects
  • Profile, qualify, and convert prospects into CPB clients
  • Identify and execute on new business opportunities with existing clients
  • Orchestrate specialist resources to develop tailored, long-term solutions for clients/prospects
  • Present and communicate complex financial concepts and investment strategies to clients/prospects

Relationship Management

  • Serve as the client's advocate and trusted advisor for strategic advice on financial matters
  • Create, organize, and implement a wealth management strategy to deepen relationships with existing clients
  • Manage client expectations regarding what can and cannot be executed on their behalf
  • Ensure financial strategies are kept current and aligned with client objectives
  • Understand and communicate the risk involved with financial and investment strategies
  • Ensure all client inquiries and problems are handled effectively and resolved
  • Help team members acquire experience and establish credibility with clients

Compliance Oversight and Controls

  • Comply with all regulatory policies and control procedures regarding client transactions and suitability
  • Oversee and ensure compliance with Investment Objective Setting (IOS), Client Risk Profile (CRF), and Periodic Client Reviews
  • Oversee and ensure clients are onboarded appropriately, including all required documentation

Requirements

  • Client-facing experience, preferably in the financial services industry, with strong knowledge of investments, banking, and credit products
  • Strong knowledge of the financial industry and current market conditions
  • Strong verbal and written communication skills, excellent interpersonal skills, problem-solving, teamwork, and analytical skills
  • Ability to establish relationships and partner effectively with various groups, including sales, service, operations, compliance, and marketing
  • Ability to understand, utilize, and learn computer and web-based applications

Qualifications and Education

  • Licensing: Series 7 & 66 (or 63 & 65)
  • BA plus relevant financial services experience required

Job Family Group: Private Client Coverage

Job Family: Private Banker

Time Type: Full time

Primary Location: Denver, Colorado, United States

Primary Location Full Time Salary Range: $200,000.00 - $300,000.00

Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit Available offerings may vary by jurisdiction, job level, and date of hire.

Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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