Latin America Private Wealth Advisor

Citi; New York (NY); On-site; USD 192,000 - 288,000; Full time

Job summary

Citi Private Bank in New York seeks a Senior Lead Private Banker to drive strategic client engagement, manage UHNW relationships, and deliver tailored wealth solutions. You will lead cross-functional teams, align investment and financing needs, and ensure high-touch service for top-tier clients.

The role requires extensive private banking experience, bilingual fluency, and a proven track record in relationship selling within a high-net-worth market.

Qualifications

• 10+ years of experience in private banking or wealth management.
• Fluent in written and spoken English and Spanish.
• Extensive experience leading client teams and selling to UHNW clients.

Responsibilities

• Actively identify prospects and convert them into clients.
• Demonstrate deep understanding of clients’ businesses and wealth.
• Serve as trusted advisor with strategic financial guidance.
• Build multi-generational relationships within Citi Private Bank.
• Coordinate product experts to develop long-term wealth solutions.

Skills

Bilingual English/Spanish

UHNW Private Banking

Relationship selling

Education

Bachelor's/University degree

Master's degree preferred

Job description

Citi Private Bank in New York seeks a Senior Lead Private Banker to drive strategic client engagement, manage UHNW relationships, and deliver tailored wealth solutions. You will lead cross-functional teams, align investment and financing needs, and ensure high-touch service for top-tier clients.

The role requires extensive private banking experience, bilingual fluency, and a proven track record in relationship selling within a high-net-worth market.