Junior Private Banker | Chicago

Citigroup Inc.; Chicago (IL); On-site; USD 139,000 - 208,000; Full time

Job summary

Citigroup Inc. in Chicago, IL seeks a Private Banker to partner with the Private Banker, serve UHNW clients, and drive comprehensive client solutions. The role requires collaboration with the PB team, compliance with regulatory requirements, and proactive client engagement.

The position offers full-time employment in Chicago, with salary range and benefits as part of Citi's Private Client Coverage. The candidate should exhibit strong relationship selling, communication, and team leadership

Qualifications

• 6-10 years of experience in private banking or equivalent.
• Experience with UHNW clients and private client services.
• Proactive, initiative and driven with strong communication and relationship-building skills.

Responsibilities

• Provide excellent client service in partnership with the Private Banker.
• Support the banker in reporting and regulatory requirements.
• Assist in executing client account strategies and transactions.
• Ensure compliance with legal and regulatory requirements.
• Develop marketing strategies and liaise with onboarding teams.

Skills

UHNW Private Banking experience

Client teams & transactions

Relationship selling

Excellent communication

Education

Bachelor's degree

Master's degree preferred

Job description

Responsibilities

• Provide excellent client service in partnership with the Private Banker.
• The role works closely with clients and Private Bankers in the relevant Banking Team to provide a high level of sales and product experience and support the banker in all aspects of reporting and regulatory requirements. Solid knowledge of bank products and regulatory requirements are critical.
• Work in partnership with the PB team including CSOs to address financial needs and expectations of the client.
• Exceed client expectations by thoroughly understanding problems and providing creative solutions.
• Maintain close contact with clients in conjunction with their assigned Private Bankers.
• Provide direct and indirect sales support to the PBs through joint calls and work closely with product specialists and transactions support personnel to implement client decisions as well as ensuring after-sales follow-up.
• Partner with PBs to develop comprehensive understanding of client needs and to assist the PBs in executing specific account strategies, proposing solutions and negotiating standard transactions.
• Ensure compliance with all legal and regulatory requirements in line with the policies of the Citi Private Bank.
• Provide innovative support in marketing strategies.
• Liaise with CAO On-Boarding and Client Services teams.
• Assist the Private Bankers in executing sales strategies for formulating strategies if required.
• Work with specialists and support team in conjunction with Private Banker to implement client decisions.
• Understand how to execute transactions across the broad array of Citi products.
• Work with client and PB and On-boarding team to facilitate a/c opening and liaise with client to ensure completion of mandatory documentation.
• Capture and maintain client information, call reports and Banker pipeline reporting.
• Participate in client meetings and account reviews to understand the clients' requirements if needed.
• Control and complete with your Banker all KYC / IOS reviews and clear document deficiencies.
• Work with CSO in all daily cash management duties to escalate to clients and Private Banker.
• Maintain learning program through internal courses and external certifications.
• Identify ways to streamline internal processes to make them more efficient.
• Monitor and adapt to changes in business processes and policies.
• All clients' complaints should be responded within 24 hours of receiving the complaint.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications

• 6-10 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
• Pro-active, initiative and driven / Excellent communication skills, written and verbal / Excellent relationship building skills with clients and across hierarchical levels

Education

• Bachelor's/University degree, Master's degree preferred

Job Family Group:

Private Client Coverage

Job Family:

Private Banker

Time Type:

Full time

Primary Location:

Chicago Illinois United States

Primary Location Full Time Salary Range:

$138,720.00 - $208,080.00

In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

Anticipated Posting Close Date:

Sep 21, 2026

Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

Illinois residents – AI Notice and Right

Equality, Diversity and Inclusion Statements

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

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