Senior Private Banking Advisor – UHNW Wealth Strategy

Citi; Dallas (TX); On-site; USD 170,000 - 254,000; Full time

Job summary

Citi Private Bank in Dallas is seeking a seasoned Private Banker to manage UHNW client relationships, identify opportunities, and deliver tailored investment and financing solutions. You will collaborate with product specialists to drive long-term wealth strategies and maintain the highest standards of integrity and service.

The role requires deep knowledge of Citi Private Bank offerings, strong leadership, and exceptional client communication skills to grow a high-value portfolio in a

Qualifications

• 10+ years of experience in Private Banking serving UHNW clients.
• Proven track record in relationship selling and client acquisition.
• Experience leading client teams and managing complex transactions.
• Extensive knowledge of Citi Private Bank systems, platforms, and capabilities.
• Fluency in foreign language as required.

Responsibilities

• Identify prospects and establish contact, converting them into clients.
• Demonstrate an in-depth understanding of clients’ businesses and wealth sources.
• Serve as trusted advisor on strategic financial matters for clients.
• Coordinate with product experts to develop long-term wealth solutions.
• Build and maintain multi-generational relationships for Citi Private Bank.
• Ensure regulatory compliance and strong controls while achieving revenue growth.
• Present complex investment concepts with professionalism and clarity.

Skills

Relationship selling

UHNW private banking

Team leadership

Communication skills

IT skills (Excel/Word)

Regulatory/licensing

Language skills

Education

Bachelor's degree

Master's degree preferred

Job description

Citi Private Bank in Dallas is seeking a seasoned Private Banker to manage UHNW client relationships, identify opportunities, and deliver tailored investment and financing solutions. You will collaborate with product specialists to drive long-term wealth strategies and maintain the highest standards of integrity and service.

The role requires deep knowledge of Citi Private Bank offerings, strong leadership, and exceptional client communication skills to grow a high-value portfolio in a