UHNW Private Banker — Strategic Wealth Partner

Citi; New York (NY); Sur place; USD 200 000 - 300 000; Plein temps

Avantages offerts par ce poste

Medical, dental & vision

401(k)

Paid holidays

Wellness programs

Résumé du poste

Citi Private Bank seeks an experienced UHNW Banker to closely follow wealth trends, advise high-net-worth clients, and develop long-term strategic relationships in Beverly Hills and Orange County.

You will identify opportunities, tailor financial solutions, and collaborate with Citi’s product teams to meet complex client needs while maintaining the highest standards of integrity and service.

Qualifications

• 15+ years of experience in private banking or UHNW client coverage.
• Demonstrated track record in relationship selling and client advisory.
• Extensive knowledge of Citi Private Bank banking and product systems.

Responsabilités

• Identify prospects and convert them into clients.
• Understand clients' businesses and wealth sources.
• Act as trusted advisor on financial matters and goals.
• Coordinate with product experts to deliver tailored solutions.

Connaissances

UHNW Private Banking

Relationship selling

Client advisory

Formation

Bachelor's degree

Master's degree preferred

Description du poste

Citi Private Bank seeks an experienced UHNW Banker to closely follow wealth trends, advise high-net-worth clients, and develop long-term strategic relationships in Beverly Hills and Orange County.

You will identify opportunities, tailor financial solutions, and collaborate with Citi’s product teams to meet complex client needs while maintaining the highest standards of integrity and service.