Managing Director, Private Banker, Downtown San Francisco

Citi; New York (NY); On-site; USD 250,000 - 500,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Paid vacation and holidays

Job summary

Citi is looking for a Managing Director for the Private Banking division in San Francisco. This leadership role requires 15+ years of experience and proven skills in managing client relationships within the UHNW market.

You will be responsible for growing the business, driving revenue, and developing your team’s capabilities. This position offers a competitive salary range between $250,000 and $500,000 annually along with comprehensive benefits.

Qualifications

• 15+ years of experience in Private Banking.
• Proven experience covering UHNW market.
• Demonstrated track record in relationship selling.

Responsibilities

• Grow existing client business and implement acquisition strategy.
• Drive revenue and support team's revenue goals.
• Coach and guide team members to develop sales strategies.

Skills

Private Banking experience

Client relationship management

Team leadership

Education

Bachelor's/University degree

Master's degree preferred

Job description

Managing Director, Private Banker, Downtown San Francisco

Job Req Id: 26969792

Location: San Francisco, California, United States

Job Type: On-Site/Resident

Posted: Jun. 05, 2026

Discover your future at Citi

Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.

Job Overview

The Private Banker Func Group Mgr manages a team of senior professionals. The job requires a broad and comprehensive understanding of the different systems, theories and practices relevant to a function as well as practical experience of multiple business cycles. In-depth knowledge of the industry and direct competitors' products/services is also necessary in order to contribute to the commercial objectives of the business. Requires thorough understanding of strategic direction of the function within the business, combined with a solid conceptual/practical grounding in both the function and/or area of expertise. Excellent communication skills required in order to influence a wide range of audiences. The job is likely to be involved in both internal and external negotiations which will have a major impact on the area managed, and possibly on other related areas and organization as a whole. Develops medium- to long-term plans and executes functional strategies for the market under management, requiring coordination and integration across units.

Responsibilities:

• The position entails growing the existing client business, along with an acquisition strategy for UHNW target names. Thus thorough knowledge of the relevant market is critical and a track record evidencing the ability to grow such business through a focused and high quality team.
• Accountable for driving revenue and be responsible for their entire team’s revenue goals.
• Works closely with the Global Market Manager (GMM) to lead the activities for the team.
• Coach and guide team members and help them develop and share sales ideas across their and the wider team.
• Co-ordinate client calling and prospecting amongst team members and sharing best practice.
• Work with the GMM to achieve overall team revenues and growth objectives.
• Take the lead in developing and implementing marketing and client events for the team.
• Help team members in executing their account plans by providing guidance and support on specific deals and clients.
• Provide ongoing feedback to team members on their performance as well as the formal mid-year & year-end reviews.
• 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.
• Bring together the appropriate product experts to develop long-term solutions that strengthen client relationships with the firm.
• Help clients achieve broad financial & investment goals related to the creation, management, and transfer of wealth.
• Develop tailored solutions that address clients' unique investment, risk management, and financing/ liquidity needs.
• Regularly monitor progress against goals and make adjustments to achieve objectives.
• Plan and prioritize daily, weekly and monthly activities to maximize revenue growth and client satisfaction.
• Transfer or eliminate non-productive accounts in order to focus on clients who fit within the business strategy.
• Establish a referral network and gain introductions to potential clients which generate new sales.
• Close the deal, making concessions that are appropriate and in line with the fundamental interests of the Private Bank.
• Help team members acquire the experience to establish credibility with clients and intermediaries.
• Demonstrate strong commitment to team success and place team goals above personal achievement.
• Work collaboratively with the GMM and other Team Leaders to lead the business.
• Encourage team members to work collaboratively and with the entire business to deepen client relationships and exceed sales goals.
• Align complementary experiences and skill sets of team members to maximize client effectiveness.
• Build and maintain relationships with Business Partners, Colleagues and Staff.
• Develop strong relationships and partners with support functions across the Citi Private Bank to maintain control, find solutions and resolve issues.
• Follow standard procedures and advocate appropriate exceptions to standard practices when the bigger picture needs to be considered, and seek or grant approvals as appropriate.
• Ensure compliance on regulatory requirements and minimizes any potential liability for Citi.
• Ensure strong controls and effective operational and administrative services.
• Sets an example of behaviour to all employees.
• Partner with colleagues across the Citigroup network to leverage capabilities and share expertise.
• Ensure clients are presented with seamless execution of internal processes and Citi services.
• Prioritize issues that need to be escalated, getting the appropriate people involved to expedite resolution.
• 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, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

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

Education:

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

Primary Location Full Time Salary Range: $250,000.00 - $500,000.00

Citi offers competitive employee benefits, including: medical, dental & vision coverage, 401(k), life, accident, and disability insurance, wellness programs, paid vacation, 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.

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.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, review accessibility at Citi.

View Citi’s EEO Policy Statement and the Know Your Rights poster.