UHNW Private Banker
4 weeks ago
Job Summary
Citi is seeking a highly skilled UHNW Private Banker to join our team in Denver, Colorado. As a Private Banker, you will be responsible for developing and deepening client relationships, understanding client situations, and creating tailored wealth management strategies.
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
- Prospect, generate leads, and develop prospects, network 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 appropriate specialist resources to develop tailored, long-term solutions for clients/prospects
- Present and communicate to clients/prospects complex financial concepts and investment strategies in a way that is easily understood
Requirements
- Client-facing experience, preferably in the financial services industry
- Strong knowledge of investments, banking, and credit products
- Strong knowledge of financial industry and current market conditions
- Strong verbal and written communication skills
- Excellent interpersonal skills, problem-solving, team work, and analytical skills
Qualifications and Education
- Licensing: Series 7 & 66 (or 63 & 65)
- BA plus relevant financial services experience required
About Citi
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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