Senior Private Banker & Wealth Strategy Leader

Citi; Miami (FL); On-site; USD 200,000 - 500,000; Full time

Benefits offered by this job

Incentives

Benefits package

Job summary

Citi Private Bank in Miami is seeking an experienced Private Banker to deepen client relationships and deliver tailored wealth-management strategies. You will coordinate cross-functional resources and maintain strict regulatory standards to serve UHNW clients.

The role requires extensive private-banking experience, Series 7/66 or equivalent licenses, and a proven ability to grow revenue through relationship selling. On-site in Miami with strong incentive opportunities.

Qualifications

• Client-facing experience in financial services or private banking.
• Strong knowledge of investments, banking and credit products.
• Excellent verbal and written communication; able to build relationships across teams.
• Proven ability to prospect, network, and convert prospects into clients.

Responsibilities

• Grow client net revenue annually in core product areas: investment management, capital markets, and banking & lending.
• Create sales and marketing strategies to generate revenue growth and acquire new target clients.
• Prospect, generate leads, and develop referrals to new clients/prospects.
• Profile, qualify, and convert prospects into Citi Private Bank clients.
• Orchestrate specialist resources to develop tailored, long-term solutions for clients/prospects.
• Present complex financial concepts and investment strategies clearly to clients/prospects.

Skills

Client-facing

Relationship selling

Strong communication

Financial products knowledge

Industry knowledge

Education

Series 7 & 66 (or 63 & 65) & 31

Job description

Citi Private Bank in Miami is seeking an experienced Private Banker to deepen client relationships and deliver tailored wealth-management strategies. You will coordinate cross-functional resources and maintain strict regulatory standards to serve UHNW clients.

The role requires extensive private-banking experience, Series 7/66 or equivalent licenses, and a proven ability to grow revenue through relationship selling. On-site in Miami with strong incentive opportunities.