Citi Private Bank | UHNW Private Banker
Core
Develop and deepen client relationships to create tailored wealth management strategies and convert prospects into target market clients for UHNW individuals.
Role type
Senior 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 process execution, complex financial concept communication, regulatory compliance oversight, investment strategy development, prospecting and lead generation
Preferred skills
None stated
Technologies
Citi Private Bank banking and product systems, platforms, tools
Responsibilities
Grow client net revenue in core product areas, profile and convert prospects into clients, serve as primary trusted advisor for strategic financial advice, ensure compliance with regulatory policies and client suitability, orchestrate specialist resources for tailored solutions
Seniority
Senior, hands-on IC