Director, Private Banking & Wealth Strategy

Citigroup Inc.; Atlanta (GA); On-site; USD 200,000 - 500,000; Full time

Job summary

Citigroup Inc. in Atlanta seeks a seasoned Private Banker to grow wealth management relationships with UHNW clients.

You will lead client acquisition, tailor investment strategies, and coordinate cross-functional resources to deliver bespoke solutions. Successful candidates will demonstrate extensive private banking experience, licensing, and a strong track record in relationship selling, with excellent communication and a client-first mindset.

Qualifications

• Extensive experience in Private Banking with UHNW clients.
• Proven track record in relationship selling.
• Licenses: Series 7 & 66 (or 63 & 65) & 31.
• Strong knowledge of investments, banking and credit products.
• Excellent communication and client management skills.

Responsibilities

• Grow client net revenue annually in core product areas: investment management, capital markets, and banking & lending.
• Create sales and marketing strategies to generate revenue growth and acquire new target clients.
• Prospecting – generate leads and develop prospects, network for referrals.
• Profile, qualify, and convert prospects into CPB clients.
• Identify and execute on new business opportunities with existing clients.
• Orchestrate resources to develop tailored, long-term solutions for clients.

Skills

Client facing

Investments knowledge

Banking products

Credit products

Verbal and written communication

Interpersonal skills

Problem solving

Team work

Analytical skills

Relationship selling

Cross-functional collaboration

Education

15+ years of experience

Licensing: Series 7 & 66 (or 63 & 65) & 31

Extensive Private Banking UHNW experience

Tools

Private Banking platforms

Job description

Citigroup Inc. in Atlanta seeks a seasoned Private Banker to grow wealth management relationships with UHNW clients.

You will lead client acquisition, tailor investment strategies, and coordinate cross-functional resources to deliver bespoke solutions. Successful candidates will demonstrate extensive private banking experience, licensing, and a strong track record in relationship selling, with excellent communication and a client-first mindset.