Private Banker
4 weeks ago
We are seeking a highly skilled and experienced Private Banker to join our team at Citi Global Wealth at Work. As a Private Banker, you will be responsible for providing exceptional wealth management services to ultra-high-net-worth individuals and their families.
Key Responsibilities- Develop and maintain relationships with high-net-worth clients, understanding their financial goals and objectives.
- Provide personalized wealth management solutions, including investment, risk management, and financing/liquidity needs.
- Work closely with clients to identify and capitalize on business opportunities, driving revenue growth and client satisfaction.
- Collaborate with internal teams to develop and implement tailored solutions, ensuring seamless execution of internal processes and Citigroup services.
- Stay up-to-date with financial industry developments and current global market conditions, applying this knowledge to provide expert advice to clients.
- 10+ years of experience in Private Banking, with a proven track record in relationship selling and client management.
- Extensive knowledge of Citi Private Bank banking and product systems, platforms, tools, and capabilities.
- Fluency in foreign languages, as required.
- Strong communication and interpersonal skills, with the ability to influence and negotiate on behalf of clients.
- Regulated role with applicable/mandatory qualifications and/or licenses.
Bachelor's/University degree, Master's degree preferred.
Job Family GroupPrivate Client Coverage
Job FamilyPrivate Banker
Time TypeFull time
Primary LocationNew York, NY, USA
Primary Location Full Time Salary Range$150,000 - $300,000.00
Citi offers competitive employee benefits, including:- Medical, dental, and vision coverage
- 401(k)
- Life, accident, and disability insurance
- Wellness programs
Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.
Anticipated Posting Close DateAug 08, 2024
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