Citi Private Bank | UHNW Private Banker
Core
Strategic professional and subject matter expert who identifies prospects, converts them to clients, and serves as a trusted advisor for UHNW individuals on wealth creation, investment, and risk management.
Role type
Senior IC Private Banker (UHNW)
Builds
Long-term client relationships and tailored financial solutions for UHNW families.
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
prospect identification, relationship selling, strategic financial advice, risk management, complex investment strategy, regulatory compliance, cross-generational relationship building, deal closing, team leadership
Preferred skills
knowledge of Citi Private Bank platforms, leading client teams, transaction leadership
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 matters; Develop tailored solutions for investment, risk, and liquidity needs; Manage client expectations and risk tolerance; Build cross-generational relationships with client families; Ensure compliance with regulatory requirements; Partner with colleagues to leverage capabilities and share expertise.
Seniority
Senior, hands-on IC