Private Bank Wealth Management Professional

1 week ago


Short Hills, New Jersey, United States Citigroup Inc Full time

Citigroup Inc. is seeking a highly skilled Private Bank Wealth Management Professional to join our team in Short Hills, New Jersey. The successful candidate will be responsible for building and managing relationships with ultra-high net worth clients, providing investment advice and solutions, and leveraging existing client relationships to introduce new clients to Citi Private Bank.

The ideal candidate will have 15+ years of experience in providing investment advice and solutions, as well as extensive knowledge of traditional and alternative investments, wealth planning, and private banking services. A CFA, MBA degree, or other advanced degree is a plus. The ability to work across currencies, asset classes, markets, and jurisdictions is essential.

Key Responsibilities:

  • Establish and grow relationships with ultra-high net worth clients
  • Provide investment advice and solutions tailored to individual client needs
  • Leverage existing client relationships to introduce new clients to Citi Private Bank
  • Build and manage a successful practice centered on deepening relationships with clients

Key Qualifications:

  • 15+ years of experience in providing investment advice and solutions
  • Extensive knowledge of traditional and alternative investments, wealth planning, and private banking services
  • CFA, MBA degree, or other advanced degree (a plus)

Benefits:

  • A competitive salary range of $200,000 - $300,000 per year
  • Discretionary and formulaic incentive and retention awards
  • Competitive employee benefits, including medical, dental, and vision coverage, 401(k), life, accident, and disability insurance, and wellness programs
  • Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

About Citigroup Inc.:

Citigroup Inc. is an equal opportunity and affirmative action employer. We are committed to creating an inclusive and diverse workplace that reflects the communities we serve. 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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