Managing Director, Private Banker, Palo Alto
Core
Senior Private Banker acting 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 tailored financial/investment solutions
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
UHNW client relationship management, strategic financial advisory, wealth creation strategies, risk management, cross-generational family relationship building, regulatory compliance, deal negotiation, revenue growth planning
Preferred skills
Master's degree, experience leading client teams, track record in relationship selling
Technologies
Citi Private Bank product suite
Responsibilities
Identify and convert prospects into clients, anticipate client life/business events with financial implications, develop tailored investment and financing solutions, manage client expectations and risk tolerance, build cross-generational family connections, close deals with appropriate concessions, mentor team members, ensure regulatory compliance and operational controls
Seniority
Senior, hands-on IC