Director, UHNW Private Banking

Citi

Beverly Hills (CA)

On-site

USD 200,000 - 300,000

Full time

2 days ago

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Job summary

Citi Private Bank in Beverly Hills, CA seeks an experienced Private Banker to manage ultra-high-net-worth client relationships and lead strategic financial planning. You will identify prospects, coordinate product specialists, and deliver tailored wealth solutions across investments, financing, and advisory services.

The role requires deep UHNW expertise, Series 7 & 66, and a track record in relationship selling with solid product knowledge.

Qualifications

15+ years of experience.
Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling.
Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities.
Series 7 & 66 Required

Responsibilities

Actively identify prospects and establish contact with them/convert prospects into clients.
Demonstrate an in-depth understanding of clients’ businesses and sources of wealth generation.
Anticipate events in a client’s life and business which have significant financial implications.
Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters.
Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate.
Bring together the product experts to develop long-term solutions to strengthen relationships with the firm.
Help clients achieve broad financial/investment goals related to the creation and management of wealth.
Plan and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction.