UHNW Private Banker: Trusted Wealth Advisor

Citi; Houston (TX); On-site; USD 170,000 - 254,000; Full time

Benefits offered by this job

Medical benefits

Dental & Vision coverage

401(k) plan

Life insurance

Disability insurance

Wellness programs

Paid time off

Vacation days

Sick leave

Paid holidays

Job summary

Citi Private Bank in Houston seeks an experienced Private Banker to build and manage wealth strategies for UHNW clients. You will connect with families, align investment and financing needs, and partner with Citi specialists to deliver tailored solutions.

In this role, you will maintain risk-adjusted portfolios, manage client expectations, and expand relationships through proactive advisory services. The position requires deep industry knowledge and strong collaboration across teams.

Qualifications

• 10+ years of experience in Private Banking, UHNW clientele.
• Proven track record in relationship selling and client management.
• Extensive knowledge of Citi Private Bank platforms, tools, and capabilities.

Responsibilities

• Actively identify prospects and establish contact to convert them into clients.
• Demonstrate understanding of clients’ businesses and wealth generation.
• Provide strategic financial advice as a trusted advisor.
• Build multi-generational client relationships within Citi Private Bank.
• Coordinate with product experts to develop long-term solutions for clients.

Skills

Private Banking

Relationship selling

Client management

UHNW experience

Networking

Communication skills

Excel

Word

Influence

Regulatory knowledge

Education

Bachelor's/University degree

Master's degree preferred

Tools

Citi Private Bank systems

CRM tools

Job description

Citi Private Bank in Houston seeks an experienced Private Banker to build and manage wealth strategies for UHNW clients. You will connect with families, align investment and financing needs, and partner with Citi specialists to deliver tailored solutions.

In this role, you will maintain risk-adjusted portfolios, manage client expectations, and expand relationships through proactive advisory services. The position requires deep industry knowledge and strong collaboration across teams.