HNW Private Banker

4 days ago


Miami, United States Citigroup Inc Full time
Job Summary

Citi is seeking a highly skilled HNW Private Banker to join our team. As a Private Banker, you will be responsible for developing and deepening client relationships, creating tailored wealth management strategies, and delivering quality Private Bank client relationships in an intensely competitive market.

Key Responsibilities
  • Grow client net revenue annually in core product areas: investment management, capital markets, and banking & lending
  • Create sales and marketing strategies designed to generate revenue growth and to acquire new target clients within different sectors
  • Prospecting - 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
Benefits

Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.

Equal Employment Opportunity

Citi 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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