Senior Private Banker & MD — Trusted Advisor to UHNW

Citigroup Inc.; Dallas (TX); Presencial; USD 250.000 - 500.000; Jornada completa

Descripción de la vacante

Citi Private Bank in Dallas, TX is seeking an experienced Private Banker to lead client relationships with ultra-high-net-worth individuals. You will provide strategic financial guidance, coordinate with product specialists, and ensure seamless execution of Citi services.

The role requires deep knowledge of wealth management, strong negotiation skills, and a track record in relationship selling. You will build multi-generational client relationships and uphold regulatory standards.

Formación

• Extensive private banking experience with UHNW clients.
• Proven track record in relationship selling and team leadership.
• Deep knowledge of Citi Private Bank platforms and product capabilities.

Responsabilidades

• Identify prospects and convert them into clients.
• Understand clients' businesses and wealth sources.
• Act as trusted advisor on strategic financial matters.
• Build multi-generational client relationships.
• Coordinate with product experts to develop long-term solutions.
• Ensure regulatory compliance and risk controls.
• Close deals aligning with Citi Private Bank interests.
• Mentor team members to build credibility.

Conocimientos

Relationship selling

UHNW knowledge

Private Banking

Client management

Regulatory/compliance

Educación

Bachelor's degree

Master's degree preferred

Descripción del empleo

Citi Private Bank in Dallas, TX is seeking an experienced Private Banker to lead client relationships with ultra-high-net-worth individuals. You will provide strategic financial guidance, coordinate with product specialists, and ensure seamless execution of Citi services.

The role requires deep knowledge of wealth management, strong negotiation skills, and a track record in relationship selling. You will build multi-generational client relationships and uphold regulatory standards.