UHNW Private Banker & Wealth Strategy Advisor

Citi; Washington (District of Columbia); Sur place; USD 200 000 - 300 000; Plein temps

Résumé du poste

The Citi Private Bank in Washington, DC is seeking an experienced Private Banker to manage UHNW client relationships and grow assets through tailored wealth strategies.

You will work with client families across generations, coordinating with product experts to deliver comprehensive investment, risk management, and financing solutions while upholding the highest standards of integrity and compliance.

Qualifications

• 15+ years of experience in Private Banking.
• Extensive UHNW experience and experience leading client teams.
• Knowledge of Citi Private Bank systems, platforms, tools and capabilities.

Responsabilités

• Actively identify prospects and convert prospects into clients.
• Demonstrate an in-depth understanding of clients’ businesses and wealth generation.
• Anticipate events with financial implications for clients.
• Serve as a trusted advisor on strategic financial matters.
• Build long-term client relationships across generations with Citi Private Bank.

Connaissances

Private Banking

UHNW Experience

Relationship Selling

Client Leadership

Formation

Bachelor's degree

Outils

Banking Systems

Description du poste

The Citi Private Bank in Washington, DC is seeking an experienced Private Banker to manage UHNW client relationships and grow assets through tailored wealth strategies.

You will work with client families across generations, coordinating with product experts to deliver comprehensive investment, risk management, and financing solutions while upholding the highest standards of integrity and compliance.