Senior UHNW Private Banker – Wealth Advisory Lead

Citibank (Switzerland) AG; San Francisco (CA); Hybrid; Confidential; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Paid time off packages

Job summary

Citibank (Switzerland) AG is seeking an experienced UHNW Banker in San Francisco. This role requires 15+ years in Private Banking, focusing on providing strategic financial advice to ultra-high-net-worth clients.

Responsibilities include identifying prospects, managing client relationships, and developing tailored financial solutions. The position offers a hybrid work model and a competitive salary range of $200,000 to $300,000, along with comprehensive employee benefits.

Qualifications

• 15+ years of experience required.
• Extensive experience in Private Banking for UHNW clients.
• Demonstrated success in relationship selling and team leadership.

Responsibilities

• Identify and convert prospects into clients.
• Advise clients on financial matters and build long-term relationships.
• Develop tailored solutions for client needs.

Skills

Relationship selling

Commercial awareness

Client management

Communication skills

Financial knowledge

Education

Bachelor's/University degree

Master's degree

Tools

Citi Private Bank systems

Job description

Citibank (Switzerland) AG is seeking an experienced UHNW Banker in San Francisco. This role requires 15+ years in Private Banking, focusing on providing strategic financial advice to ultra-high-net-worth clients.

Responsibilities include identifying prospects, managing client relationships, and developing tailored financial solutions. The position offers a hybrid work model and a competitive salary range of $200,000 to $300,000, along with comprehensive employee benefits.