Citi Private Bank | UHNW Banker
Core
Lead client acquisition and relationship management for ultra high net worth individuals, delivering tailored financial strategies across lending, investment management, and wealth planning.
Role type
Senior Private Banker (UHNW)
Builds
Long-term client partnerships and revenue growth for ultra high net worth individuals and family offices
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
UHNW client acquisition, consultative relationship-led sales, complex investment risk assessment, multi-generational relationship management, regulatory compliance, team leadership
Preferred skills
Established UHNW or family office network, Master's degree in finance or business
Technologies
None stated
Responsibilities
Identify and convert UHNW prospects into long-term clients; Serve as primary trusted advisor for UHNW portfolios; Develop deep understanding of client financial landscapes; Cultivate multi-generational relationships with client families; Coordinate specialist teams for bespoke solutions; Drive new business via referral networks; Mentor team members
Seniority
Senior, hands-on IC with mentorship