Citi Private Banker
6 days ago
Citi Global Wealth is seeking a highly skilled and experienced Private Banker to join our team. As a Private Banker, you will be responsible for building and maintaining relationships with high net worth individuals and families, providing them with tailored financial solutions and advice.
Key Responsibilities- Identify and pursue new business opportunities, establishing strong relationships with clients and prospects.
- Develop and implement comprehensive financial plans, taking into account clients' unique needs and goals.
- Provide expert advice on investment, wealth management, and financial planning strategies.
- Collaborate with internal teams to deliver seamless client experiences and drive business growth.
- Stay up-to-date with market trends, regulatory changes, and industry developments to ensure clients receive the best possible advice.
- 15 years of experience in Private Banking, with a proven track record of success in relationship selling and client management.
- Extensive knowledge of Citi Private Bank's products and services, as well as industry trends and regulatory requirements.
- Strong communication and interpersonal skills, with the ability to build trust and rapport with clients and colleagues.
- Series 7 and 66 licenses, with a Bachelor's degree or higher in a relevant field.
Citi is a leading global bank with a long history of innovation and excellence. We offer a comprehensive range of financial services to individuals, corporations, and governments around the world. Our commitment to diversity, equity, and inclusion drives our success, and we are proud to be an equal opportunity employer.
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