Senior Private Banking MD & Wealth Strategy Lead

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

Job summary

Citigroup Inc. in Costa Mesa, CA, seeks a Private Banker Func Group Mgr to lead a team of senior professionals in Citi Private Bank.

The role requires broad, strategic knowledge and expert client advisory skills for UHNW clients, with a focus on wealth creation, risk management, and cross-generational relationships. The position emphasizes high-level negotiations, strong regulatory awareness, and collaboration with Citi colleagues to deliver integrated private banking solutions.

Qualifications

• 15+ years of experience in private banking or related high-net-worth environments.
• Proven track record of leading client teams and transactions, with a focus on relationship selling.

Responsibilities

• Identify prospects and convert them into clients.
• Understand client businesses and wealth generation to advise effectively.
• Build long-term client relationships across generations within Citi Private Bank.
• Coordinate with product experts to craft wealth solutions.

Skills

UHNW private banking experience

team leadership

relationship selling

Education

Bachelor's degree, Master's preferred

Job description

Citigroup Inc. in Costa Mesa, CA, seeks a Private Banker Func Group Mgr to lead a team of senior professionals in Citi Private Bank.

The role requires broad, strategic knowledge and expert client advisory skills for UHNW clients, with a focus on wealth creation, risk management, and cross-generational relationships. The position emphasizes high-level negotiations, strong regulatory awareness, and collaboration with Citi colleagues to deliver integrated private banking solutions.