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Citi Private Banker

4 weeks ago

Short Hills, New Jersey, United States Hispanic Technology Executive Council Full time

Job Title: Citi Private Banker

Job Summary:

Citi is seeking a highly skilled and experienced Private Banker to join our team. As a Private Banker, you will be responsible for providing exceptional client service and building long-term relationships with high net worth individuals and families.

Key Responsibilities:

  • Identify and pursue new business opportunities and deepen existing relationships with clients.
  • Develop and implement comprehensive financial plans tailored to each client's unique needs and goals.
  • Provide expert advice on investment strategies, risk management, and wealth creation.
  • Collaborate with internal teams to deliver seamless execution of internal processes and Citigroup services.
  • Stay up-to-date on market trends and regulatory changes to ensure compliance and minimize risk.
  • Develop and maintain strong relationships with colleagues across the Citi network to leverage capabilities and share expertise.
  • Advocate for clients, negotiating on their behalf with members of the Private Bank and Citi.

Requirements:

  • 15+ years of experience in Private Banking, with a proven track record in relationship selling and client management.
  • Extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools, and capabilities.
  • Bachelor's/University degree, Master's degree preferred.

What We Offer:

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

Equal Opportunity Employer:

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.