Senior Private Banker: UHNW Wealth Strategy Advisor

Citi; Beverly Hills (CA); On-site; USD 200,000 - 300,000; Full time

Job summary

Citi Private Bank in Beverly Hills, CA seeks a seasoned Private Banker to manage UHNW client relationships, deliver strategic financial advice, and coordinate cross‑functional product solutions. You will develop long‑term wealth strategies, lead client teams, and ensure exceptional service across generations.

The role emphasizes deep market knowledge, risk-aware advisory, and a commitment to Citi’s standards of integrity and compliance.

Qualifications

• 15+ years of experience.
• Extensive private banking experience with UHNW clients.
• Proven ability to lead client teams and transactions.

Responsibilities

• Actively identify prospects and establish contact with them/convert prospects into clients.
• Demonstrate an in-depth understanding of clients’ businesses and wealth sources.
• Anticipate events with significant financial implications for clients.
• Serve as a trusted advisor on financial matters.
• Build and maintain long-term client relationships across generations.
• Develop tailored investment and financing solutions to meet client goals.
• Coordinate with product experts to strengthen client relationships and drive revenue.

Education

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

Job description

Citi Private Bank in Beverly Hills, CA seeks a seasoned Private Banker to manage UHNW client relationships, deliver strategic financial advice, and coordinate cross‑functional product solutions. You will develop long‑term wealth strategies, lead client teams, and ensure exceptional service across generations.

The role emphasizes deep market knowledge, risk-aware advisory, and a commitment to Citi’s standards of integrity and compliance.