Citi Private Bank - UHNW Private Banker - Director / MD
Core
Develop and deepen relationships with Ultra-High-Net-Worth (UHNW) clients to create tailored wealth management strategies and grow net revenue in investment management, capital markets, and banking.
Role type
Director/Managing Director Private Banker (UHNW)
Builds
Tailored wealth management solutions and long-term client relationships
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
UHNW client relationship management, sales pipeline development, complex financial strategy communication, regulatory compliance oversight, cross-functional resource orchestration
Preferred skills
None explicitly stated
Technologies
Citi Private Bank banking and product systems, platforms, and tools
Responsibilities
Grow client net revenue in core product areas; prospect, qualify, and convert prospects into clients; serve as primary trusted advisor for strategic financial advice; oversee compliance with investment objective setting and client risk profile processes; manage client expectations and resolve inquiries
Seniority
Director/MD, Senior leadership with hands-on client management