Senior UHNW Private Banker & Trusted Wealth Advisor

Citi; New York (NY); On-site; USD 200,000 - 300,000; Full time

Job summary

Citi Private Bank in New York is seeking an accomplished Private Banker to manage UHNW client relationships. You will identify prospects, understand client wealth, and deliver tailored investment and financing solutions. You will coordinate with product experts to meet sophisticated needs and drive long-term client satisfaction.

The role emphasizes high-level advisory capabilities, cross-team collaboration, and maintaining the highest standards of integrity within Citi Private Bank.

Qualifications

• 15+ years of experience in private banking or related field.
• Extensive and proven experience in Private Banking with UHNW clients.
• Demonstrates a track record in relationship selling and client acquisition.

Responsibilities

• Actively identify prospects and establish contact with them/convert prospects into clients.
• Demonstrate an in-depth understanding of clients’ businesses and sources of wealth generation.
• Build relationships with client families to establish long-term connections to Citi Private Bank.
• Manage client expectations regarding what can and cannot be executed on their behalf.
• Coordinate with product experts to develop tailored wealth management solutions.
• Present complex financial concepts and investment strategies with professionalism.

Skills

Private Banking UHNW

Relationship selling

Team leadership

Citi Private Bank platforms

Education

Bachelor's/Master's degree

Tools

Citi Private Bank platforms

Job description

Citi Private Bank in New York is seeking an accomplished Private Banker to manage UHNW client relationships. You will identify prospects, understand client wealth, and deliver tailored investment and financing solutions. You will coordinate with product experts to meet sophisticated needs and drive long-term client satisfaction.

The role emphasizes high-level advisory capabilities, cross-team collaboration, and maintaining the highest standards of integrity within Citi Private Bank.