Private Banking MD — UHNW Growth Leader

Citigroup Inc.; Palo Alto (CA); On-site; USD 250,000 - 500,000; Full time

Benefits offered by this job

medical, dental & vision coverage

401(k)

life, accident, and disability insured

wellness programs

paid time off packages

Job summary

Citigroup Inc. in Palo Alto, CA seeks a Managing Director, Private Banker to lead a high-net-worth client team. The role requires deep knowledge of private banking, UHNW markets, and complex client solutions.

You will drive revenue, develop client relationships, and coordinate with Citi’s Global Market Manager to deliver tailored wealth management strategies. The position demands 15+ years in private banking, leadership of client teams, and a proven track record in relationship selling.

Qualifications

• 15+ years of experience in private banking.
• Extensive experience in leading client teams and transactions.
• Proven track record in relationship selling.

Responsibilities

• Grow the existing UHNW client business and develop an acquisition strategy.
• Drive revenue and manage the team’s revenue goals.
• Collaborate with the Global Market Manager to lead activities for the team.
• Coach and guide team members, sharing sales ideas and best practices.
• Coordinate client calling and prospecting within the team and with colleagues.

Skills

UHNW experience

Team leadership

Relationship selling

Education

Bachelor's degree

Master's degree preferred

Job description

Citigroup Inc. in Palo Alto, CA seeks a Managing Director, Private Banker to lead a high-net-worth client team. The role requires deep knowledge of private banking, UHNW markets, and complex client solutions.

You will drive revenue, develop client relationships, and coordinate with Citi’s Global Market Manager to deliver tailored wealth management strategies. The position demands 15+ years in private banking, leadership of client teams, and a proven track record in relationship selling.