Private Banking MD — UHNW Wealth & Strategy Leader

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

Job summary

Citi Private Bank in Costa Mesa, CA seeks a senior Private Banker Group Manager with 15+ years in private banking to lead a high-performance team. You will act as a trusted advisor to UHNW clients, align family wealth goals with tailored investment strategies, and drive multi-generational relationships with Citi Private Bank.

The role emphasizes strategic leadership, risk management, and cross-functional collaboration to deliver bespoke wealth solutions and sustainable growth for clients and the

Qualifications

• 15+ years of experience in Private Banking.
• Extensive and proven experience in Private Banking with UHNW clients.
• Demonstrated 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.
• 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.
• Develop tailored solutions that address clients’ investment, risk management, and financing/liquidity needs.

Skills

Private Banking leadership

UHNW client experience

Relationship selling

Education

Bachelor's/University degree

Master's degree preferred

Job description

Citi Private Bank in Costa Mesa, CA seeks a senior Private Banker Group Manager with 15+ years in private banking to lead a high-performance team. You will act as a trusted advisor to UHNW clients, align family wealth goals with tailored investment strategies, and drive multi-generational relationships with Citi Private Bank.

The role emphasizes strategic leadership, risk management, and cross-functional collaboration to deliver bespoke wealth solutions and sustainable growth for clients and the