Citi Private Bank - UHNW Banker - San Francisco & Palo Alto
Core
Strategic professional and subject matter expert who acts as a trusted advisor to UHNW clients, developing tailored financial solutions for wealth creation, risk management, and financing.
Role type
Senior IC Private Banker (UHNW)
Builds
Long-term client relationships and customized investment/financing strategies
Domain
Private Banking / Wealth Management
Required skills
UHNW client relationship management, strategic financial planning, complex investment structuring, risk management, regulatory compliance, cross-generational family office engagement, quantitative/qualitative analysis, negotiation, team leadership
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 and convert prospects into clients, anticipate client life/business events with financial implications, develop tailored solutions for investment and liquidity needs, manage client expectations and risk tolerance, build multi-generational family relationships, close deals, mentor team members, ensure regulatory compliance, escalate issues, present complex financial concepts
Seniority
Senior, hands-on IC