Citi Private Bank
Core
Strategic professional and subject matter expert who acts as a trusted advisor to UHNW clients, developing tailored financial solutions and managing complex wealth creation goals.
Role type
Senior IC Private Banker (UHNW)
Builds
Long-term client relationships and tailored investment/financing solutions for ultra-high-net-worth individuals and families.
Domain
Private Banking / Wealth Management
Required skills
UHNW client relationship management, strategic financial planning, risk management, complex investment strategy, regulatory compliance, team leadership, business development, quantitative/qualitative analysis, cross-generational family engagement, product expertise
Preferred skills
None stated
Technologies
None stated
Responsibilities
Actively identify and convert prospects into clients; serve as a trusted advisor for strategic financial matters; build cross-generational relationships with client families; develop tailored solutions for investment, risk, and liquidity needs; manage client expectations and risk tolerance; establish referral networks; lead team members to exceed sales goals; ensure regulatory compliance and operational controls; advocate for clients in negotiations.
Seniority
Senior, hands-on IC