UHNW Private Banker & Wealth Strategist

Citigroup Inc.; Houston (TX); On-site; USD 170,000 - 254,000; Full time

Job summary

Citigroup Inc. in Houston, TX is seeking a seasoned Private Banker to service high‑net‑worth families, develop tailored financial strategies, and act as a trusted advisor across Citi Private Bank.

You will collaborate with product specialists, manage risk, and drive revenue growth while maintaining the highest client service standards. The role requires extensive private banking experience, exceptional communication, and a strong ability to lead client relationships across generations.

Qualifications

• Extensive experience in Private Banking and UHNW client coverage.
• Proven track record in relationship selling and cross‑team collaboration.
• Strong communication, leadership and regulatory compliance experience.

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.
• Build relationships with client families that cross generations to establish long‑term connections.

Skills

Relationship selling

Strong communication

Team leadership

Influence

Financial acumen

Education

Bachelor's/University degree, Master's degree preferred

Tools

Excel

Word

Job description

Citigroup Inc. in Houston, TX is seeking a seasoned Private Banker to service high‑net‑worth families, develop tailored financial strategies, and act as a trusted advisor across Citi Private Bank.

You will collaborate with product specialists, manage risk, and drive revenue growth while maintaining the highest client service standards. The role requires extensive private banking experience, exceptional communication, and a strong ability to lead client relationships across generations.