Managing Director, Private Banker, Beverly Hills
Core
Senior Private Banker serving UHNW clients in Beverly Hills, providing strategic financial advice, wealth management, and tailored investment solutions.
Role type
Senior IC Private Banker (UHNW)
Builds
Long-term client relationships and customized wealth management strategies
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
UHNW client relationship management, strategic financial planning, investment strategy, risk management, cross-generational family wealth planning, regulatory compliance, business development, team leadership
Preferred skills
Master's degree, experience leading client teams
Technologies
Citi Private Bank product suite
Responsibilities
Identify and convert prospects into clients, serve as a trusted advisor for strategic financial matters, build cross-generational client family relationships, develop tailored investment and risk management solutions, manage client expectations and goals, establish referral networks, lead and mentor team members, ensure regulatory compliance and risk control.
Seniority
Senior, hands-on IC with leadership responsibilities