UHNW Private Banker & Wealth Advisor

Citi; New York (NY); Hybrid; USD 200,000 - 500,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k)

Paid time off packages

Job summary

Citi is seeking an experienced professional for a role in Private Banking. The Banker SAFE Act position requires a strategic approach to client relationships and responsibility for financial advice.

Candidates should have over 15 years of experience, a strong background in relationship selling, and an understanding of client financial needs. This hybrid position offers a competitive salary and benefits package.

Qualifications

• 15+ years of experience.
• Extensive experience in Private Banking covering the UHNW market.
• Demonstrated track record in relationship selling.

Responsibilities

• Actively identify prospects and establish contact.
• Serve as a trusted advisor to clients.
• Demonstrate understanding of clients’ businesses.
• Set challenging goals for revenue growth.

Skills

Experience in Private Banking

Relationship selling

Team leadership

Education

Bachelor's/University degree

Master's degree (preferred)

Job description

Citi is seeking an experienced professional for a role in Private Banking. The Banker SAFE Act position requires a strategic approach to client relationships and responsibility for financial advice.

Candidates should have over 15 years of experience, a strong background in relationship selling, and an understanding of client financial needs. This hybrid position offers a competitive salary and benefits package.