Citi Private Bank
Core
Develop and deepen client relationships to create tailored wealth management strategies and convert prospects into target market clients.
Role type
Senior Private Banker (UHNW)
Builds
Wealth management strategies, investment solutions, and banking & lending products for ultra-high-net-worth clients.
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Client relationship management, sales strategy, prospecting, financial product knowledge (investments, banking, credit), regulatory compliance, risk assessment, complex financial communication
Preferred skills
Experience with UHNW market, leading client teams, Citi Private Bank systems
Technologies
Citi Private Bank banking and product systems, platforms, tools
Responsibilities
Grow client net revenue in core product areas, profile and convert prospects, serve as primary trusted advisor, implement wealth management strategies, ensure regulatory compliance and risk assessment, orchestrate specialist resources for tailored solutions
Seniority
Senior, hands-on IC