UHNW Private Banker

1 month ago


Denver, Colorado, United States Citigroup Inc Full time
Job Summary

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
Requirements
  • 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
Qualifications and Education
  • Licensing: Series 7 & 66 (or 63 & 65)
  • BA plus relevant financial services experience required
Benefits
  • 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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