MD, Private Banking — UHNW Wealth Advisor

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

Job summary

Citi in Beverly Hills seeks a Managing Director, Private Banker to lead high-net-worth client relationships and deliver strategic wealth management solutions. The role requires deep expertise in private banking, risk management, and cross‑functional collaboration with Citi Private Bank teams.

You'll identify prospects, coach junior staff, and drive revenue growth while upholding Citi's standards of integrity and client service across generations.

Qualifications

• 15+ years of experience in private banking and UHNW client service.
• Proven experience leading client teams and transactions, with a track record in relationship selling.

Responsibilities

• Actively identify prospects and establish contact with them/convert prospects into 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.
• Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters.
• Build relationships with client families that cross generations to establish long-term connections to the Citi Private Bank.
• Effectively manage client expectations regarding what can and cannot be executed on their behalf.
• Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate.
• Uncover needs that are not articulated or clearly expressed by the client.
• Bring together the product experts to develop long-term solutions to strengthen relationships with the firm.
• Help clients achieve broad financial/investment goals related to the creation and management of wealth.

Skills

Private Banking

UHNW

Relationship selling

Education

Bachelor's/University degree

Master's degree preferred

Job description

Citi in Beverly Hills seeks a Managing Director, Private Banker to lead high-net-worth client relationships and deliver strategic wealth management solutions. The role requires deep expertise in private banking, risk management, and cross‑functional collaboration with Citi Private Bank teams.

You'll identify prospects, coach junior staff, and drive revenue growth while upholding Citi's standards of integrity and client service across generations.