Elite UHNW Private Banker & Wealth Architect

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

Job summary

Citigroup Inc. is seeking a Private Banker to develop and deepen client relationships in order to tailor wealth management strategies.

The role emphasizes disciplined sales, collaboration with internal specialists, and adherence to regulatory requirements, within Citi Private Bank’s framework. Responsibilities include growing revenue across investment management, capital markets, and banking & lending, profiling and converting prospects, and ensuring high-quality client service while maintaining

Qualifications

• Client facing experience, preferably in the financial services industry.
• Strong knowledge of investments, banking and credit products.
• Excellent verbal and written communication skills.
• Ability to partner with sales, service, operations, compliance, and marketing.
• Familiarity with Citi Private Bank platforms and tools.

Responsibilities

• Grow client net revenue annually in core product areas: investment management, capital markets, and banking & lending.
• Prospecting – generate leads and develop prospects, network to identify referrals to new clients.
• Profile, qualify, and convert prospects into CPB clients.
• Orchestrate appropriate specialist resources to develop tailored, long-term solutions for clients/prospects.
• Present and communicate complex financial concepts and investment strategies to clients.
• Serve as the client’s advocate and trusted advisor for strategic financial matters.
• Ensure compliance with regulatory policies and internal controls.

Skills

Client facing

Investment knowledge

Relationship building

Cross-team collaboration

Regulatory awareness

Tools

CRM systems

Job description

Citigroup Inc. is seeking a Private Banker to develop and deepen client relationships in order to tailor wealth management strategies.

The role emphasizes disciplined sales, collaboration with internal specialists, and adherence to regulatory requirements, within Citi Private Bank’s framework. Responsibilities include growing revenue across investment management, capital markets, and banking & lending, profiling and converting prospects, and ensuring high-quality client service while maintaining