Senior Private Banker & UHNW Wealth Advisor

Citigroup Inc.; Greenwich (CT); On-site; USD 200,000 - 500,000; Full time

Job summary

Citigroup Inc. in Greenwich, CT seeks a seasoned Private Banker for Citi Private Bank to manage UHNW relationships, lead client teams, and develop tailored investment and financing solutions.

You will coordinate across product experts, maintain strict compliance, and drive revenue growth through high-touch advisory services. The role emphasizes strategic advisory, cross-generational relationship management, and the ability to translate complex financial concepts into actionable plans for elite

Qualifications

• Extensive and proven experience in Private Banking serving UHNW clients.
• Experience leading client teams and transactions.
• Track record in relationship selling and client advisory.

Responsibilities

• Actively identify prospects and establish contact with them/convert prospects into clients.
• Demonstrate understanding of clients’ businesses and wealth sources.
• Serve as trusted advisor on strategic financial matters.
• Build and maintain multi-generational client relationships with Citi Private Bank.
• Manage client expectations and align risk with goals.
• Coordinate with product experts to deliver long-term wealth solutions.
• Develop tailored investment, risk-management, and liquidity plans.
• Plan daily activities to maximize revenue growth and client satisfaction.
• Establish a referral network to generate new business.
• Ensure compliance and strong control environment.

Skills

Private Banking

Relationship selling

Client management

Strategic advisory

Education

Bachelor's degree

Master's degree preferred

Job description

Citigroup Inc. in Greenwich, CT seeks a seasoned Private Banker for Citi Private Bank to manage UHNW relationships, lead client teams, and develop tailored investment and financing solutions.

You will coordinate across product experts, maintain strict compliance, and drive revenue growth through high-touch advisory services. The role emphasizes strategic advisory, cross-generational relationship management, and the ability to translate complex financial concepts into actionable plans for elite