Private Banker

4 weeks ago


New York, New York, United States Hispanic Technology Executive Council Full time
Job Summary

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.
Requirements
  • 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.
Education

Bachelor's/University degree, Master's degree preferred.

Job Family Group

Private Client Coverage

Job Family

Private Banker

Time Type

Full time

Primary Location

New 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 Date

Aug 08, 2024


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