UHNW Private Banker & Wealth Advisor

Citi; Denver (CO); Vor Ort; USD 200.000 - 500.000; Vollzeit

Benefits dieser Stelle

Medical coverage

401(k)

Life and disability insurance

Wellness programs

Paid time off

Paid holidays

Zusammenfassung

Citi Private Bank is seeking a seasoned Private Banker in Denver to deepen client relationships and deliver tailored wealth strategies for UHNW clients. You will lead a disciplined sales process, coordinate specialist resources, and act as trusted advisor across investments, banking, and credit products.

Responsibilities include growing net revenue, sourcing new opportunities within sectors, converting prospects to CPB clients, and ensuring regulatory compliance while protecting Citi and client

Qualifikationen

• 15+ years of experience in private banking or wealth management.
• Licensing: Series 7 & 66 (or 63 & 65).
• Extensive and proven experience in Private Banking serving UHNW clients.
• Demonstrates knowledge of Citi Private Bank systems, platforms, tools.

Aufgaben

• Grow client net revenue in investments, capital markets, and banking & lending.
• Create sales/marketing strategies to acquire new clients across sectors.
• Prospect, qualify, and convert leads to CPB clients.
• Coordinate with specialists to deliver tailored long-term solutions.
• Present complex financial concepts clearly to clients/prospects.

Kenntnisse

Client facing experience

Investments knowledge

Banking/credit products

Strong communication

Relationship building

Ausbildung

Series 7 & 66 licenses

Private Banking UHNW experience

Jobbeschreibung

Citi Private Bank is seeking a seasoned Private Banker in Denver to deepen client relationships and deliver tailored wealth strategies for UHNW clients. You will lead a disciplined sales process, coordinate specialist resources, and act as trusted advisor across investments, banking, and credit products.

Responsibilities include growing net revenue, sourcing new opportunities within sectors, converting prospects to CPB clients, and ensuring regulatory compliance while protecting Citi and client