Strategic Financial Advisor

3 weeks ago


Palo Alto, California, United States Citigroup Inc Full time

The role of a VP/Commercial Banker at Citigroup Inc involves providing strategic financial guidance to clients, leveraging extensive knowledge of banking and product systems, platforms, tools, and capabilities. This position requires a deep understanding of client goals and risk tolerance, as well as the ability to develop tailored solutions that address clients' investment, risk management, and financing/liquidity needs.

Key Responsibilities:
  • Serve as a trusted advisor to clients, providing strategic advice on financial matters and building long-term relationships.
  • Develop and maintain a deep understanding of client goals, risk tolerance, and financial situations to provide personalized solutions.
  • Collaborate with cross-functional teams to deliver comprehensive financial solutions and services.
  • Stay up-to-date on market trends, regulatory requirements, and industry developments to ensure clients receive the best possible advice.
  • Communicate complex financial concepts and investment strategies to clients in a clear and concise manner.
Requirements:
  • Extensive experience in Private Banking, preferably with a focus on the UHNW market.
  • Proven track record in relationship selling and client relationship management.
  • Strong knowledge of Citi Private Bank banking and product systems, platforms, tools, and capabilities.
  • Fluency in foreign languages, as required.
  • Strong IT skills, including Excel and Word.
  • Bachelor's/University degree, Master's degree preferred.

Citigroup Inc offers a competitive salary range and a comprehensive benefits package, including medical, dental, and vision coverage, life, accident, and disability insurance, and paid time off packages. 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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