Citi Private Bank - UHNW Private Banker - Director / MD
Core
Develop and deepen client relationships to create tailored wealth management strategies and grow client net revenue in investment management, capital markets, and banking & lending.
Role type
Director/Managing Director Private Banker (UHNW) (via careerplan.io/jobs/859023584534-citi-private-bank-uhnw-private-banker-director-md-at-citi)
Builds
Tailored, long-term financial solutions and wealth management strategies for Ultra High Net Worth clients
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Client relationship management, sales and business development, complex financial concept communication, regulatory compliance oversight, risk assessment, network orchestration
Preferred skills
Experience leading client teams, deep knowledge of Citi Private Bank platforms
Technologies
Citi Private Bank banking and product systems, platforms, tools
Responsibilities
Generate leads and convert prospects into clients, serve as primary trusted advisor for strategic financial advice, ensure compliance with regulatory policies and client suitability, manage client expectations and resolve inquiries, orchestrate specialist resources for tailored solutions
Seniority
Director/MD, Senior leadership with hands-on client management
