UHNW Private Banker Director/MD: Elite Wealth Advisor

Citigroup Inc.; Chicago (IL); On-site; USD 200,000 - 500,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k) plan

Paid time off packages

Job summary

A leading financial services provider is seeking a Private Banker in Chicago, Illinois. The role involves developing client relationships and implementing tailored wealth management strategies. Candidates must have over 15 years of experience in private banking, with strong knowledge of investment and banking products. The position offers a full-time salary ranging from $200,000 to $500,000, along with competitive benefits including health coverage and retirement plans.

Qualifications

• Experience in private banking required.
• Strong knowledge of investments and banking products.
• Ability to manage client expectations effectively.

Responsibilities

• Develop and deepen client relationships.
• Create and implement wealth management strategies.
• Ensure compliance with regulatory policies.

Skills

Client facing experience

Strong verbal and written communication skills

Ability to establish relationships

Problem solving

Analytical skills

Education

15+ years of experience

Licensing: Series 7 & 66 (or 63 & 65) & 31

Proven experience in Private Banking with UHNW market

Job description

A leading financial services provider is seeking a Private Banker in Chicago, Illinois. The role involves developing client relationships and implementing tailored wealth management strategies. Candidates must have over 15 years of experience in private banking, with strong knowledge of investment and banking products. The position offers a full-time salary ranging from $200,000 to $500,000, along with competitive benefits including health coverage and retirement plans.