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UHNW Private Banker SAFE Act

2 months ago


Miami, United States Citigroup Inc Full time
Job Summary

Citigroup Inc. is seeking a highly skilled and experienced Private Banker to join our team. As a Private Banker, you will be responsible for developing and deepening client relationships, understanding client needs, and providing tailored wealth management solutions.

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 for new clients, network to identify referrals, and profile, qualify, and convert prospects into clients
  • Identify and execute on new business opportunities with existing clients
  • Orchestrate specialist resources to develop tailored solutions for clients
  • Present complex financial concepts and investment strategies to clients in an easily understandable manner
Relationship Management
  • Serve as the client's advocate and trusted advisor for strategic advice on financial matters
  • Create and implement a wealth management strategy to deepen relationships with existing clients
  • Manage client expectations and ensure financial strategies are 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
Compliance Oversight and Controls
  • Comply with regulatory policies and control procedures regarding client transactions and suitability
  • Oversee and ensure compliance with processes such as Investment Objective Setting, Client Risk Profile, and Periodic Client Reviews
  • Ensure clients are onboarded appropriately, including all required documentation
Requirements
  • Client-facing experience, preferably in the financial services industry
  • Strong knowledge of investments, banking, and credit products
  • Strong verbal and written communication skills, excellent interpersonal skills, problem-solving, team work, and analytical skills
  • Ability to establish relationships and partner with various groups, including sales, service, operations, compliance, and marketing
  • Ability to understand and utilize 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

Miami Florida United States

Primary Location Full Time Salary Range

$200,000.00 - $300,000.00

In addition to salary, Citi's offerings may also include discretionary and formulaic incentive and retention awards. 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.