Citi Private Banker

2 days ago


Short Hills, New Jersey, United States Citigroup Inc Full time
Job Title: Citi Private Banker

Citi Private Bankers are highly skilled professionals who provide personalized financial services to high net worth individuals and families. They work closely with clients to understand their financial goals and develop tailored investment strategies to achieve them.

Key Responsibilities:
  • Build and maintain strong relationships with clients to understand their financial needs and goals.
  • Develop and implement customized investment strategies to help clients achieve their financial objectives.
  • Provide ongoing portfolio management and monitoring to ensure clients' investments are aligned with their goals.
  • Collaborate with other Citi teams to provide comprehensive financial solutions to clients.
  • Stay up-to-date with market trends and economic conditions to provide informed investment advice to clients.
Requirements:
  • 15+ years of experience in private banking or a related field.
  • Proven track record of success in building and maintaining strong client relationships.
  • Extensive knowledge of investment products and services.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.
What We Offer:
  • Competitive salary and bonus structure.
  • Opportunities for professional growth and development.
  • Collaborative and dynamic work environment.
  • Access to a wide range of investment products and services.

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