Citi Wealth at Work - Banker - Director
Core
Director-level Private Banker serving ultra-high-net-worth individuals and family offices, acting as a trusted advisor to navigate financial goals and wealth management strategies.
Role type
Director, Private Banker (UHNW) (via careerplan.io/jobs/859032783098-citi-wealth-at-work-banker-director-at-citi)
Builds
Long-term financial solutions and wealth management strategies for individual clients and firms.
Domain
Wealth Management / Private Banking
Required skills
UHNW client relationship management, strategic financial planning, investment product expertise, business acumen, negotiation, thought leadership, revenue growth planning
Preferred skills
Master's degree, experience leading client teams, deep knowledge of Citi Private Bank platforms
Technologies
Citi Private Bank banking and product systems, platforms, tools
Responsibilities
Identify prospects and convert them into clients; Anticipate client life and business events with financial implications; Serve as a trusted advisor for strategic financial advice; Maintain understanding of client goals and risk tolerance; Bring together product experts to develop long-term solutions; Help clients achieve broad financial/investment goals; Plan and prioritize activities to maximize revenue growth; Ensure seamless execution of internal processes and services; Apply in-depth knowledge of key investment and financing products.
Seniority
Director, strategic decision-making and thought leadership
