UHNW Private Banker & Wealth Advisor

Citi; Greenwich (CT); On-site; USD 200,000 - 500,000; Full time

Job summary

Citi in Greenwich, CT is seeking a Private Banker to manage UHNW client relationships in a confidential, strategic advisory capacity. You will identify prospects, understand clients’ wealth goals, and coordinate bespoke financial solutions with Citi’s product experts.

The role requires deep knowledge of private banking dynamics, strong negotiation skills, and a track record of elevating client satisfaction through tailored wealth management strategies.

Qualifications

• 15+ years of experience in private banking or related financial services.
• Extensive experience in UHNW client coverage and leading client teams.
• Proven track record in relationship selling.

Responsibilities

• Actively identify prospects and establish contact with them/convert prospects into clients.
• Demonstrate an in-depth understanding of clients’ businesses and sources of wealth generation.
• Anticipate events in a client’s life and business which have significant financial implications.
• Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters.
• Build relationships with client families across generations to establish long-term connections.

Skills

Private Banking

Leading client teams

Relationship selling

UHNW client coverage

Citi Private Bank tools

Education

Bachelor's degree

Master's degree preferred

Tools

Citi Private Bank platforms

Job description

Citi in Greenwich, CT is seeking a Private Banker to manage UHNW client relationships in a confidential, strategic advisory capacity. You will identify prospects, understand clients’ wealth goals, and coordinate bespoke financial solutions with Citi’s product experts.

The role requires deep knowledge of private banking dynamics, strong negotiation skills, and a track record of elevating client satisfaction through tailored wealth management strategies.