Senior Private Banking Group Leader & Trusted Advisor

Citi; Costa Mesa (CA); On-site; USD 250,000 - 500,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, accident, and disability insurance

Wellness programs

Paid time off packages

Job summary

Citi is seeking a Private Banker Group Manager in Costa Mesa, California to oversee a team of senior professionals. The expert will guide approaches to influence the company's private banking strategies, cultivate long-term relationships with UHNW clients, and deliver tailored financial solutions.

The candidate should have 15+ years of extensive experience in Private Banking, particularly in the UHNW segment, and possess a BA degree, with a preference for a Master's. Citi offers competitive compensation up to $500,000 along with substantial employee benefits.

Qualifications

• 15+ years of experience in Private Banking.
• Extensive experience covering the UHNW market.
• Demonstrated track record in relationship selling.

Responsibilities

• Manage a team of senior professionals to influence business strategies.
• Establish long-term relationships with client families.
• Anticipate financial implications for clients' businesses.
• Ensure compliance with regulatory requirements.

Skills

Relationship selling

Leadership in client teams

Private Banking expertise

Education

Bachelor's/University degree

Master's degree preferred

Job description

Citi is seeking a Private Banker Group Manager in Costa Mesa, California to oversee a team of senior professionals. The expert will guide approaches to influence the company's private banking strategies, cultivate long-term relationships with UHNW clients, and deliver tailored financial solutions.

The candidate should have 15+ years of extensive experience in Private Banking, particularly in the UHNW segment, and possess a BA degree, with a preference for a Master's. Citi offers competitive compensation up to $500,000 along with substantial employee benefits.