Senior Private Banker – UHNW Wealth Advisory

Citigroup Inc.; Beverly Hills (CA); Sur place; USD 200 000 - 300 000; Plein temps

Résumé du poste

Citi Private Bank in Beverly Hills, CA is seeking an experienced Private Banker to deliver tailored wealth solutions to UHNW clients. You will actively identify prospects, build deep client relationships, and coordinate with product experts to meet complex financial goals.

The role requires 15+ years in private banking, a proven track record in relationship selling, and strong knowledge of Citi Private Bank platforms. You will lead client strategies while ensuring compliance and top-tier service.

Qualifications

• 15+ years of experience in private banking.
• UHNW client coverage and relationship selling track record.
• Deep knowledge of Citi Private Bank systems, platforms and tools.

Responsabilités

• Actively identify prospects and convert them into clients.
• Demonstrate an in-depth understanding of clients' businesses and wealth sources.
• Anticipate events in a client's life and business with financial implications.
• Serve as a trusted advisor on financial matters.
• Build long-term client relationships within Citi Private Bank.
• Manage client expectations regarding what can be executed.
• Maintain understanding of client goals and risk tolerance.
• Uncover unarticulated client needs.
• Coordinate with product experts to develop long-term solutions.
• Help clients achieve broad financial and investment goals.
• Develop tailored investment and financing solutions.
• Set goals and monitor progress toward objectives.
• Plan daily/weekly/monthly activities to grow revenue.
• Establish referral networks and introductions.

Connaissances

UHNW

Relationship selling

Product knowledge

Formation

Bachelor's degree

Master's degree preferred

Description du poste

Citi Private Bank in Beverly Hills, CA is seeking an experienced Private Banker to deliver tailored wealth solutions to UHNW clients. You will actively identify prospects, build deep client relationships, and coordinate with product experts to meet complex financial goals.

The role requires 15+ years in private banking, a proven track record in relationship selling, and strong knowledge of Citi Private Bank platforms. You will lead client strategies while ensuring compliance and top-tier service.