Hybrid UHNW Private Banker & Wealth Advisory Lead

Citi Group

San Francisco (CA)

Hybrid

USD 200,000 - 300,000

Full time

14 days+

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Benefits offered by this job

Comprehensive employee benefits

Job summary

Citibank (Switzerland) AG in San Francisco is seeking an experienced UHNW Banker to deliver strategic financial advice to ultra-high-net-worth clients. The role requires 15+ years in Private Banking and a track record of managing complex client relationships.

The position offers a hybrid work model and a competitive salary range between $200,000 and $300,000, along with comprehensive employee benefits.

Qualifications

  • 15+ years of private banking experience.
  • Experience serving ultra-high-net-worth clients.
  • Proven ability to identify prospects and grow the client base.

Responsibilities

  • Identify prospects and expand the UHNW client base.
  • Develop tailored financial solutions for UHNW clients.
  • Provide strategic financial advice and manage client relationships.

Skills

Prospecting
Relationship management
Strategic advisory

Job description

Citibank (Switzerland) AG in San Francisco is seeking an experienced UHNW Banker to deliver strategic financial advice to ultra-high-net-worth clients. The role requires 15+ years in Private Banking and a track record of managing complex client relationships.

The position offers a hybrid work model and a competitive salary range between $200,000 and $300,000, along with comprehensive employee benefits.

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