Private Banking MD – UHNW Growth Leader

Citibank (Switzerland) AG; Costa Mesa (CA); On-site; Confidential; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Paid time off packages

Job summary

Citibank (Switzerland) AG is seeking a Managing Director, Private Banker for Costa Mesa, California. This role involves leading a team to grow the UHNW client business and achieve revenue targets. The ideal candidate will have over 15 years of experience in Private Banking, focusing on relationship sales and client management.

Responsibilities include strategic planning, team coaching, and client engagement. Competitive salary ranging from $250,000 to $500,000 along with comprehensive medical, dental, and wellness benefits is offered.

Qualifications

• 15+ years of experience in Private Banking covering UHNW market.
• Demonstrated track record in leading client teams and transactions.
• Extensive experience in relationship selling.

Responsibilities

• Grow existing client business and acquire UHNW clients.
• Drive revenue goals for the entire team.
• Develop and implement marketing strategies for client events.

Skills

Experience in Private Banking

Relationship selling

Market knowledge of UHNW clients

Team leadership

Education

Bachelor's degree

Master's degree

Job description

Citibank (Switzerland) AG is seeking a Managing Director, Private Banker for Costa Mesa, California. This role involves leading a team to grow the UHNW client business and achieve revenue targets. The ideal candidate will have over 15 years of experience in Private Banking, focusing on relationship sales and client management.

Responsibilities include strategic planning, team coaching, and client engagement. Competitive salary ranging from $250,000 to $500,000 along with comprehensive medical, dental, and wellness benefits is offered.