UHNW Private Banker: Wealth & Relationship Architect

Citi; Chicago (IL); On-site; USD 200,000 - 500,000; Full time

Benefits offered by this job

Discretionary incentive

Formulaic incentive

Medical, dental & vision coverage

401(k)

Paid time off

Job summary

Citi in Chicago is seeking a Private Banker to develop and deepen client relationships, tailoring wealth management strategies for UHNW clients. You will leverage Citi's global resources to deliver solutions while navigating an intensely competitive market.

Role emphasizes new client acquisition, relationship management, and strict compliance. Full-time position with a strong salary range reflecting seniority and market demand.

Qualifications

• Client facing experience in financial services, with ability to translate complex concepts
• Strong knowledge of investments, banking and credit products
• Excellent verbal and written communication; interpersonal and analytical skills
• Ability to build relationships with sales, service, operations, compliance and marketing teams
• Extensive Citi Private Bank experience and product literacy

Responsibilities

• Grow client net revenue annually in core product areas: investment management, capital markets, and banking & lending
• Profile, qualify, and convert prospects into Citi Private Bank clients
• Coordinate with specialists to deliver long-term tailored solutions
• Present complex financial concepts clearly to clients and prospects
• Ensure regulatory compliance and risk controls in client interactions

Skills

Client facing experience

Investments knowledge

Banking and credit products

Strong communication skills

Analytical skills

Education

Series 7 & 66 licensure

Job description

Citi in Chicago is seeking a Private Banker to develop and deepen client relationships, tailoring wealth management strategies for UHNW clients. You will leverage Citi's global resources to deliver solutions while navigating an intensely competitive market.

Role emphasizes new client acquisition, relationship management, and strict compliance. Full-time position with a strong salary range reflecting seniority and market demand.