Private Banking MD - UHNW Wealth Advisor & Team Leader

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

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Paid time off packages

Job summary

Citigroup Inc. is seeking a Private Banker Func Group Manager in Costa Mesa, California. The role involves managing a team of professionals while serving UHNW clients through strategic financial advice and solutions.

With over 15 years of experience required, candidates must demonstrate strong leadership in private banking and the ability to build enduring client relationships. Competitive salary range is $250,000 - $500,000, along with comprehensive benefits.

Qualifications

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

Responsibilities

• Identify prospects and convert them into clients.
• Serve as a trusted advisor for clients.
• Manage client expectations and relationships.
• Ensure compliance with regulatory requirements.

Skills

Relationship selling

Client team leadership

Negotiation

Risk assessment

Education

Bachelor's degree

Master's degree preferred

Job description

Citigroup Inc. is seeking a Private Banker Func Group Manager in Costa Mesa, California. The role involves managing a team of professionals while serving UHNW clients through strategic financial advice and solutions.

With over 15 years of experience required, candidates must demonstrate strong leadership in private banking and the ability to build enduring client relationships. Competitive salary range is $250,000 - $500,000, along with comprehensive benefits.