UHNW Private Banker: Strategic Wealth Advisor

Citigroup Inc.

Washington (District of Columbia)

On-site

USD 200,000 - 300,000

Full time

14 days+

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Job summary

Citigroup's Citi Private Bank in Washington, DC seeks an accomplished Private Banker to build and manage relationships with UHNW clients, delivering strategic advice and tailored investment solutions. You will lead client engagements, collaborate with product specialists, and drive revenue growth while upholding the firm's risk and compliance standards.

Experience in cross-border wealth management and UHNW client service is advantageous; relocation flexibility and insightful market knowledge are

Qualifications

15+ years of experience.
Extensive experience in Private Banking serving UHNW clients.
Demonstrated track record in relationship selling.
Knowledge of Citi Private Bank systems and capabilities.

Responsibilities

Actively identify prospects and establish contact with them.
Demonstrate an in-depth understanding of clients’ businesses and sources of wealth generation.
Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters.
Build relationships with client families to establish long-term connections to Citi Private Bank.
Close the deal, ensuring alignment with client interests and firm policies.
Lead and coordinate with product experts to develop long-term wealth solutions.