Citi Private Bank | UHNW Private Banker | Metro NY
Core
Strategic professional and subject matter expert who identifies prospects, builds long-term relationships with UHNW clients, and develops tailored financial solutions to help them achieve wealth creation and management goals.
Role type
Senior IC Private Banker (UHNW)
Builds
Long-term client relationships and tailored financial/investment solutions
Domain
Private Banking / Wealth Management
Required skills
Prospecting and client acquisition, deep understanding of client businesses and sources of wealth, anticipating life/business events with financial implications, trusted advisor capabilities, multi-generational relationship building, expectation management, uncovering unarticulated client needs, coordinating product experts, risk assessment, regulatory compliance knowledge, complex financial concept communication, team leadership and mentorship, negotiation, goal setting and monitoring, referral network development, cross-functional partnership, operational control advocacy, ethical judgment, product knowledge (investment/financing), market trend analysis.
Preferred skills
Master's degree, experience leading client teams and transactions, knowledge of Citi Private Bank systems and platforms.
Technologies
Citi Private Bank banking and product systems, platforms, tools
Responsibilities
Actively identify prospects and convert them into clients; Serve as a trusted advisor for strategic financial advice; Build relationships with client families across generations; Develop tailored solutions for investment, risk management, and liquidity needs; Help clients achieve broad financial/investment goals; Set and monitor challenging goals to maximize revenue growth; Close deals while aligning with firm interests; Help team members acquire credibility and establish client relationships; Advocate for clients by negotiating with Private Bank and Citi members; Ensure seamless execution of internal processes and services; Understand and communicate investment risks; Flag and report illegal or improper transactions; Keep abreast of global market conditions and financial industry developments.
Seniority
Senior, hands-on IC with leadership responsibilities