Senior Private Banker & UHNW Wealth Advisor

Citi; San Francisco (CA); On-site; USD 250,000 - 500,000; Full time

Job summary

Citi Private Bank in San Francisco is seeking a Sr. Principal Private Banker with extensive UHNW client experience. The role focuses on identifying prospects, advising on wealth strategies, and building lasting cross‑generational client relationships.

You will coordinate with product experts to deliver sophisticated solutions while maintaining robust risk and compliance standards. Ideal candidates have 15+ years in private banking, a strong track record in relationship selling, and proven

Qualifications

• 15+ years of experience in private banking
• Extensive experience serving UHNW clients
• Proven track record in relationship selling and leading client teams

Responsibilities

• Actively identify prospects and convert them into clients
• Demonstrate in-depth understanding of clients’ businesses and wealth sources
• Anticipate events with significant financial implications for clients
• Serve as trusted advisor on strategic financial matters
• Build multi‑generational client relationships within Citi Private Bank
• Ensure compliance and appropriate risk management in all client interactions

Skills

UHNW market

Relationship selling

Client team leadership

Private Banking experience

Senior stakeholder negotiations

Education

Bachelor's / University degree, Master's degree preferred

Job description

Citi Private Bank in San Francisco is seeking a Sr. Principal Private Banker with extensive UHNW client experience. The role focuses on identifying prospects, advising on wealth strategies, and building lasting cross‑generational client relationships.

You will coordinate with product experts to deliver sophisticated solutions while maintaining robust risk and compliance standards. Ideal candidates have 15+ years in private banking, a strong track record in relationship selling, and proven