UHNW Private Banker

5 days ago


Houston, Texas, United States Citigroup Inc Full time
Job Title: UHNW Private Banker - SAFE Act

As a UHNW Private Banker at Citigroup Inc., you will play a critical role in developing and deepening client relationships to understand their financial situations and create tailored wealth management strategies.

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 within different sectors
  • Prospect, 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

Citigroup Inc. is an equal opportunity and affirmative action employer. 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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