Private Banking MD — UHNW Wealth Advisor

Citi; Beverly Hills (CA); On-site; USD 250,000 - 500,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k) with company match

Paid time off

Job summary

Citi is seeking a Senior Private Banker in Beverly Hills, California, with a focus on Ultra High Net Worth clients. The role involves establishing and maintaining relationships with clients, understanding their financial needs, and delivering tailored investment solutions.

The ideal candidate will have 15+ years of experience in Private Banking and a proven track record in relationship selling. Citi offers a competitive salary range of $250,000 - $500,000 along with comprehensive benefits packages.

Qualifications

• 15+ years of experience in Private Banking.
• Extensive experience working with UHNW clients.
• Demonstrated track record in relationship selling.

Responsibilities

• Identify prospects and establish contacts with them.
• Serve as a trusted advisor to clients.
• Develop tailored solutions for client needs.
• Ensure compliance with regulatory requirements.

Skills

Relationship selling

Private Banking experience

Client management

Understanding of financial implications

Education

Bachelor's degree

Master's degree

Job description

Citi is seeking a Senior Private Banker in Beverly Hills, California, with a focus on Ultra High Net Worth clients. The role involves establishing and maintaining relationships with clients, understanding their financial needs, and delivering tailored investment solutions.

The ideal candidate will have 15+ years of experience in Private Banking and a proven track record in relationship selling. Citi offers a competitive salary range of $250,000 - $500,000 along with comprehensive benefits packages.