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UHNW Private Banker SAFE Act

2 months ago

West Palm Beach, Florida, United States Citigroup Inc Full time
Job Summary

Citi is seeking a highly skilled Private Banker to join our team in West Palm Beach, Florida. As a Private Banker, you will be responsible for developing and deepening client relationships, creating tailored wealth management strategies, and delivering quality client solutions in a highly competitive market.

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 a clear and concise manner
Requirements
  • Client-facing experience in the financial services industry, with strong knowledge of investments, banking, and credit products
  • Strong knowledge of financial industry trends and current market conditions
  • Excellent verbal and written communication skills, with strong interpersonal, problem-solving, 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
Benefits

Citi offers competitive employee benefits, including medical, dental, and vision coverage, 401(k), life, accident, and disability insurance, and wellness programs. Additionally, Citi offers paid time off packages, including vacation, sick leave, and paid holidays.

About Citi

Citi is an equal opportunity and affirmative action employer. We are committed to diversity and inclusion in the workplace.