Strategic Financial Advisor

5 days ago


Short Hills, New Jersey, United States Hispanic Technology Executive Council Full time
Job Summary

The Hispanic Technology Executive Council seeks a seasoned professional to fill the role of Private Banker. As a key member of our team, you will be responsible for providing exceptional client service, building strong relationships, and driving business growth.

Key Responsibilities
  • Identify and pursue new business opportunities, establishing strong relationships with clients and prospects.
  • Develop and implement tailored financial solutions to meet the unique needs of high net worth individuals and families.
  • Collaborate with cross-functional teams to deliver seamless client experiences and drive revenue growth.
  • Stay up-to-date on market trends, regulatory requirements, and industry developments to provide expert advice and guidance to clients.
  • Manage client expectations, ensuring timely and effective resolution of issues and concerns.
Requirements
  • 15+ years of experience in Private Banking, with a proven track record of success in relationship selling and client management.
  • Extensive knowledge of Citi Private Bank banking and product systems, platforms, tools, and capabilities.
  • Bachelor's/University degree, Master's degree preferred.
What We Offer

Citi offers a competitive salary range of $150,000.00 to $300,000.00, as well as discretionary and formulaic incentive and retention awards. Our benefits package includes medical, dental, and vision coverage, 401(k), life, accident, and disability insurance, and wellness programs.

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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