Senior UHNW Private Banker & Wealth Advisor

Citi; San Francisco (CA); Vor Ort; USD 200.000 - 300.000; Vollzeit

Benefits dieser Stelle

Medical, dental & vision

401(k)

Paid time off

Wellness programs

Zusammenfassung

Citi Private Bank in San Francisco seeks an accomplished Private Banker to manage ultra-high-net-worth client relationships and tailor wealth strategies. You will lead advisory engagements, coordinate with specialists, and drive long-term financial objectives for families and foundations.

Role emphasizes deep client understanding, risk-aware planning, and a commitment to integrity and regulatory compliance within a dynamic, global private banking environment.

Qualifikationen

• 15+ years of experience in private banking.
• Extensive experience serving UHNW clients and leading client teams.
• Proven track record in relationship selling.

Aufgaben

• Actively identify prospects and establish contact with clients.
• Demonstrate an in-depth understanding of clients’ businesses and wealth needs.
• Lead client discussions, tailor wealth solutions, and manage expectations.
• Collaborate with product experts to develop long-term strategies.
• Ensure compliance and uphold Citi Private Bank standards.

Kenntnisse

UHNW experience

Private banking

Relationship selling

Ausbildung

Bachelor's/Master's degree

Jobbeschreibung

Citi Private Bank in San Francisco seeks an accomplished Private Banker to manage ultra-high-net-worth client relationships and tailor wealth strategies. You will lead advisory engagements, coordinate with specialists, and drive long-term financial objectives for families and foundations.

Role emphasizes deep client understanding, risk-aware planning, and a commitment to integrity and regulatory compliance within a dynamic, global private banking environment.