UHNW Private Banker

3 days 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


  • Denver, Colorado, United States Citigroup Inc Full time

    Job Title: UHNW Private Banker SAFE ActAs a UHNW Private Banker SAFE Act, 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,...

  • UHNW Private Banker

    4 weeks ago


    Denver, Colorado, United States Citigroup Inc Full time

    Job SummaryCiti is seeking a highly skilled UHNW Private Banker to join our team. 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: investment management,...

  • Private Banker II

    3 weeks ago


    Denver, Colorado, United States First Western Full time

    Job Title: Private Banker IIFirst Western is seeking a skilled Private Banker II to join our team in Denver. As a Private Banker II, you will play a vital role in helping high-net-worth clients achieve their financial goals.Key Responsibilities:Develop and maintain relationships with commercial and complex consumer clients, improving client satisfaction and...

  • Private Wealth Banker

    4 weeks ago


    Denver, Colorado, United States BOK Financial Full time

    Job Title: Private Wealth BankerWe are seeking a skilled Private Wealth Banker to join our team at BOK Financial Corporation Group. As a Private Wealth Banker, you will be responsible for providing exceptional financial services to high net worth clients and businesses.Key Responsibilities:Develop and implement relationship management plans to identify and...

  • HNW Private Banker

    5 days ago


    Denver, Colorado, United States Citigroup Inc Full time

    Job SummaryCiti is seeking a highly skilled HNW 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...

  • Private Banker II

    3 weeks ago


    Denver, Colorado, United States CrossFirst Bank Full time

    About CrossFirst BankWith over $7.6 billion in assets, CrossFirst Bank serves the financial needs of businesses, professionals, and their families in various regions. Founded in 2007, the bank has consistently been recognized for its growth and performance while maintaining excellent asset quality and a reputation for business excellence.Job OverviewThe...

  • Private Banker II

    5 days ago


    Denver, Colorado, United States CrossFirst Bank Full time

    About CrossFirst BankWith over $7.6 billion in assets, CrossFirst Bank serves the financial needs of businesses, professionals, and their families in various regions. Founded in 2007, the bank has consistently been recognized for its growth and performance while maintaining excellent asset quality and a reputation for business excellence.Job OverviewThe...

  • Private Banker II

    4 days ago


    Denver, Colorado, United States CrossFirst Bank Full time

    About CrossFirst BankWith a strong presence in the financial industry, CrossFirst Bank serves the needs of businesses, professionals, and their families across various regions. Founded in 2007, the bank has consistently demonstrated exceptional growth and performance, earning recognition for its asset quality and business excellence.Job OverviewThe Private...

  • Private Banker II

    4 days ago


    Denver, Colorado, United States First Western Full time

    Job SummaryFirst Western is seeking a highly skilled Private Banker II to join our team in Denver. As a key member of our banking team, you will play a vital role in helping high-net-worth clients achieve their financial goals.Key ResponsibilitiesDevelop and maintain strong relationships with commercial and complex consumer clients, ensuring exceptional...

  • Associate Banker

    1 month ago


    Denver, Colorado, United States Citigroup Inc Full time

    Job SummaryThe Associate Banker is a key member of the Private Client Coverage team, responsible for providing exceptional client service and support to high net worth individuals and families. This role requires a strong understanding of investments, banking, and credit products, as well as excellent communication and relationship-building skills.Key...


  • Denver, Colorado, United States BOK Financial Full time

    Job SummaryWe are seeking a skilled Private Wealth Banker to join our team at BOK Financial Corporation Group. As a trusted advisor, you will be responsible for providing personalized financial solutions to high-net-worth clients, helping them grow, preserve, and protect their wealth.About the RoleThe successful candidate will have a strong understanding of...


  • Denver, Colorado, United States Citigroup Inc Full time

    Job Title: Associate Banker SAFE ActThe Associate Banker SAFE Act is a strategic professional who stays abreast of developments within their field and contributes to directional strategy by considering their application in their job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There...


  • Denver, Colorado, United States First Western Trust Full time

    Private Banker II OpportunityFirst Western Trust is seeking a skilled and experienced Private Banker II to contribute to our team's success. As a Private Banker II, you will be responsible for providing exceptional client service, managing client relationships, and driving business growth.Key Responsibilities:Develop and implement tailored financial...


  • Denver, Colorado, United States Hispanic Technology Executive Council Full time

    Job SummaryThe Associate Banker SAFE Act is a key professional responsible for providing strategic support to the Banker in creating sales and marketing strategies to drive revenue growth and acquire new clients. This role requires a deep understanding of investments, banking, and credit products, as well as excellent communication and diplomacy skills to...


  • Denver, Colorado, United States Citigroup Inc Full time

    Job Title: Associate Banker SAFE ActThe Associate Banker SAFE Act is a key role within Citigroup Inc. that requires a strategic professional who stays abreast of developments within their field and contributes to directional strategy by considering their application in their job and the business. This individual is recognized as a technical authority for an...


  • Denver, Colorado, United States CrossFirst Bank Full time

    Job SummaryWe are seeking a highly skilled Private Banker II to join our team at CrossFirst Bank. As a Private Banker II, you will be responsible for developing new deposit and loan relationships, as well as generating loan fee income. You will maintain and service an existing portfolio of personal and business deposit and loan relationships, representing...


  • Denver, Colorado, United States U.S. Bank Full time

    Job Title: Affluent Wealth Management BankerAt U.S. Bank, we're committed to delivering exceptional service and expertise to our clients. As an Affluent Wealth Management Banker, you'll play a critical role in building and maintaining relationships with high-net-worth individuals and families, providing personalized financial solutions and guidance to help...


  • Denver, Colorado, United States The Anderson Search Group Full time

    Private Banker OpportunityThe Anderson Search Group is seeking a skilled Private Banking Relationship Manager to support high-net-worth clients in the Denver, Colorado and Birmingham, Michigan markets.This role involves custom credit underwriting, portfolio management, and client engagement. The ideal candidate will have formal credit training, 5+ years of...


  • Denver, Colorado, United States The Anderson Search Group Full time

    Private Banker - Denver, COThe Anderson Search Group has been engaged by a repeat bank client to identify a Private Banking Relationship Manager for the Denver, Colorado Market. This organization has a national footprint and has been named Best Private Wealth Manager over $5 billion in Performance and Overall Client Service. The ideal candidate shall...


  • Denver, Colorado, United States Fortis Private Bank Full time

    Job Title: Senior Commercial Portfolio ManagerAt Fortis Private Bank, we are seeking a highly skilled Senior Commercial Portfolio Manager to join our team. As a key member of our Commercial Lending group, you will be responsible for managing a portfolio of commercial credits and partnering closely with Commercial Bankers to deliver outstanding solutions to...