UHNW Private Banker
1 month ago
Citi is seeking a highly skilled Private Banker to join our team in Denver, Colorado. As a Private Banker, you will be responsible for developing and deepening client relationships, creating tailored wealth management strategies, and delivering quality private banking services.
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, generate leads, and develop prospects to convert into CPB clients
- Identify and execute on new business opportunities with existing clients
- Orchestrate specialist resources to develop tailored, long-term solutions for clients/prospects
- Present and communicate complex financial concepts and investment strategies to clients/prospects
- Client-facing experience, preferably in the financial services industry
- Strong knowledge of investments, banking, and credit products
- 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
- Licensing: Series 7 & 66 (or 63 & 65)
- BA plus relevant financial services experience required
- Competitive salary range: $200,000.00 - $300,000.00
- Discretionary and formulaic incentive and retention awards
- Medical, dental, and vision coverage
- 401(k) plan
- Life, accident, and disability insurance
- Wellness programs
- Paid time off packages, including vacation, sick leave, and paid holidays
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Denver, Colorado, United States Citigroup Inc Full timeJob SummaryCiti is seeking a highly skilled UHNW Private Banker to join our team in Denver, Colorado. As a Private Banker, you will be responsible for developing and deepening client relationships, understanding client situations, and creating tailored wealth management strategies.Key ResponsibilitiesGrow client net revenue annually in core product areas:...
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