Senior Private Banking & Wealth Strategy Leader

Citi; Palo Alto (CA); On-site; USD 150,000 - 250,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k) plan

Paid time off packages

Job summary

Citi is seeking a Private Banker Sr. Principal in Palo Alto, California to effectively manage high-net-worth client relationships and serve as a trusted financial advisor. This role requires a broad understanding of financial strategies and the ability to identify client needs to develop tailored solutions for wealth management.

The ideal candidate will have over 15 years of experience in Private Banking and a strong track record of success working with ultra-high-net-worth clients. This position offers comprehensive employee benefits, including medical coverage and a 401(k) plan.

Qualifications

• 15+ years of experience in Private Banking industry.
• Extensive experience working with UHNW clients.
• Proven track record in building and maintaining client relationships.

Responsibilities

• Identify prospects and convert them into clients.
• Serve as a trusted advisor regarding financial matters.
• Develop tailored financial solutions for clients.

Skills

Relationship selling

Client management

Strategic advisory

Negotiation

Education

Bachelor's/University degree

Master's degree preferred

Job description

Citi is seeking a Private Banker Sr. Principal in Palo Alto, California to effectively manage high-net-worth client relationships and serve as a trusted financial advisor. This role requires a broad understanding of financial strategies and the ability to identify client needs to develop tailored solutions for wealth management.

The ideal candidate will have over 15 years of experience in Private Banking and a strong track record of success working with ultra-high-net-worth clients. This position offers comprehensive employee benefits, including medical coverage and a 401(k) plan.