Senior Private Banking Leader & Wealth Strategy Architect

Citigroup Inc.; Beverly Hills (CA); On-site; USD 150,000 - 200,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k) plan

Paid time off packages

Job summary

Citigroup Inc. is seeking a Private Banker Sr. Principal in Beverly Hills, CA, who will actively identify prospects, build relationships, and serve as a trusted financial advisor. The ideal candidate has over 15 years of experience in private banking and a strong background in relationship selling.

This role emphasizes excellent communication skills and the ability to understand complex client needs, ensuring tailored financial solutions to manage and create wealth effectively. Competitive benefits including health coverage and retirement plans are provided.

Qualifications

• 15+ years of experience in private banking.
• Experience in UHNW market and leading client teams.

Responsibilities

• Identify and convert prospects into clients.
• Serve as trusted advisor regarding financial matters.
• Build long-term client relationships.

Skills

Extensive private banking experience

Relationship selling

Excellent communication skills

Education

Bachelor's degree

Master's degree preferred

Job description

Citigroup Inc. is seeking a Private Banker Sr. Principal in Beverly Hills, CA, who will actively identify prospects, build relationships, and serve as a trusted financial advisor. The ideal candidate has over 15 years of experience in private banking and a strong background in relationship selling.

This role emphasizes excellent communication skills and the ability to understand complex client needs, ensuring tailored financial solutions to manage and create wealth effectively. Competitive benefits including health coverage and retirement plans are provided.