UHNW Private Banker

5 days ago


Chicago, Illinois, United States Citigroup Inc Full time
Job Summary

Citigroup Inc. is seeking a highly skilled UHNW Private Banker to join our team. As a key member of our Private Client Coverage group, you will be responsible for developing and deepening client relationships, creating tailored wealth management strategies, and delivering exceptional client service.

Key Responsibilities
  • Grow client net revenue annually in core product areas: investment management, capital markets, and banking & lending
  • Create sales and marketing strategies designed to generate revenue growth and to acquire new target clients within different sectors
  • Prospecting, 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
  • Ability to establish relationships and partner effectively with various groups including sales, service, operations, compliance, and marketing
  • Ability to understand, utilize and learn 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:

Chicago, IL, USA

Primary Location Full Time Salary Range:

$200,000.00 - $300,000.00

In addition to salary, Citigroup Inc. offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.



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