MD, Private Bank Team Head (Swiss Onshore)

Citi; New York (NY); On-site; USD 200,000 - 300,000; Full time

Job summary

Citi is seeking an MD, Private Bank Team Head in New York, responsible for managing a team and growing the UHNW client base with a focus on the Swiss market. Candidates should possess over 15 years in private banking and a strong understanding of client relationship strategies.

Successful applicants will have a well-established network in Switzerland, proven expertise in servicing family offices, and the ability to execute strategies that align with Citi's values and objectives.

Qualifications

• 15+ years of experience servicing UHNW and family offices.
• Strong local network in Switzerland with a personal book.
• Extensive experience in Private Banking and relationship selling.

Responsibilities

• Grow existing client business and develop an acquisition strategy.
• Drive personal scorecard targets and manage team financial goals.
• Coach team members and develop marketing and client events.

Skills

Servicing UHNW and family offices

Strong local network in Switzerland

Relationship selling

Communication in French, German, or Italian

Education

Bachelor's degree

Master’s degree preferred

Job description

MD, Private Bank Team Head (Swiss Onshore)

Job Req Id: 26970268

Location(s):

Geneva, Canton of Geneva, Switzerland

Job Type:

On-Site/Resident

Posted:

Jun. 15, 2026

Job Overview

The Private Bank Team Head 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 to contribute to the commercial objectives of the business. Requires thorough understanding of the strategic direction of the function within the business, combined with a solid conceptual/practical grounding in both the function and the area of expertise. Excellent communication skills are required to influence a wide range of audiences. The job is likely to be involved in both internal and external negotiations that will have a major impact on the area managed, and possibly on other related areas and the 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. Thorough knowledge of the Swiss market is critical and a track record evidencing the ability to grow such business through a focused and high‑quality team.
• The coverage market is Swiss onshore, UHNW clients resident in Switzerland, family offices based in Switzerland, Multi‑Family office subject to market purity rules.
• Work with the Market executive to achieve overall team revenues and growth objectives using scorecard and adoption of data analytics as defined by leadership.
• Accountable for driving personal scorecard target and be responsible for the entire team’s financial goals including team breadth.
• Coach and guide team members and help them develop and share sales ideas across their and the wider team.
• 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.
• 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.
• Establish a referral network and gain introductions to potential clients that generate new sales.
• Close the deal, making concessions that are appropriate and in line with the fundamental interests of the Private Bank.
• Demonstrate strong commitment to team success and place team goals above personal achievement.
• Encourage team members to work collaboratively and with the entire business to deepen client relationships and exceed sales goals.
• Develop strong relationships and partners with support functions across the Citi Private Bank to maintain control, find solutions and resolve issues.
• Ensure compliance on regulatory requirements and minimize any potential liability for Citi.
• Ensure strong controls and effective operational and administrative services.
• 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.
• 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 supervising the activity of others and creating accountability with those who fail to maintain these standards.

Qualifications

• 15+ years of experience servicing UHNW and family offices.
• Strong local network in Switzerland and 10 years+ of servicing this client segment with a personal book in Switzerland.
• 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.
• Swiss national languages like French, German or Italian are valued.

Education

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

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.