Citi Private Bank | UHNW Private Banker
Core
Strategic professional and trusted advisor for UHNW clients, developing tailored financial solutions and managing complex wealth creation goals.
Role type
Senior IC Private Banker (UHNW)
Builds
Long-term client relationships and comprehensive financial/investment strategies
Domain
Private Banking / Wealth Management
Required skills
UHNW client relationship management, strategic financial planning, complex deal structuring, cross-generational family engagement, regulatory compliance, risk assessment, investment strategy execution, business development, team leadership, product expertise
Preferred skills
Foreign language fluency, IT proficiency (Excel, Word), creative problem solving, prioritization
Technologies
Citi Private Bank banking and product systems, platforms, tools
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 relationships, negotiate on behalf of clients, ensure regulatory compliance, escalate critical issues, present complex financial concepts professionally
Seniority
Senior, hands-on IC