Citi Private Bank - UHNW Banker - Director
Core
Strategic professional and subject matter expert providing advanced judgment, quantitative/qualitative analysis, and innovative solutions to UHNW clients for wealth creation and management.
Role type
Director-level Private Banker (UHNW)
Builds
Long-term client relationships and tailored financial/investment solutions for ultra-high-net-worth individuals and families.
Domain
Private Banking / Wealth Management
Required skills
UHNW market expertise, relationship selling, strategic financial advice, risk management, complex investment strategy, regulatory compliance, team leadership, cross-generational relationship building, quantitative/qualitative analysis.
Preferred skills
Master's degree, deep knowledge of Citi Private Bank systems/platforms, experience leading client teams and transactions.
Technologies
Citi Private Bank banking and product systems, platforms, tools
Responsibilities
Identify and convert prospects into clients; serve as trusted advisor on strategic financial matters; develop tailored solutions for investment, risk, and liquidity needs; manage client expectations and goals; build cross-generational family relationships; mentor team members; ensure regulatory compliance and risk control; negotiate deals and advocate for clients.
Seniority
Director, strategic leadership & hands-on client management