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)
Builds
Tailored, long-term financial solutions and wealth management strategies for Ultra High Net Worth clients.
Domain
Private Banking / Wealth Management
Deliverable
client delivery (via careerplan.io/jobs/859023584887-citi-private-bank-uhnw-private-banker-director-md-at-citi)
Required skills
UHNW client relationship management, sales pipeline conversion, complex financial concept communication, regulatory compliance oversight, strategic wealth planning, risk assessment, network orchestration
Preferred skills
Financial services industry experience, leadership of client teams, transaction leadership
Technologies
Citi Private Bank banking and product systems, platforms, and tools