UHNW Private Banker & Wealth Strategy Director

Citigroup Inc.; Miami (FL); On-site; USD 200,000 - 500,000; Full time

Benefits offered by this job

Medical, dental & vision

401(k)

Paid time off

Job summary

Citi’s Private Bank in Miami seeks a seasoned Private Banker to deepen client relationships and tailor wealth management strategies for ultra‑high‑net‑worth clients, leveraging global resources. You will grow net revenue, lead a disciplined sales process, coordinate specialists, and present complex investment ideas in clear terms while complying with policies and regulations.

This full‑time role offers a competitive salary range and benefits as described, with focus on client advocacy and

Qualifications

• Extensive experience in Private Banking serving UHNW clients.
• Strong knowledge of investments, banking and credit products.
• Experience leading client teams and cross-selling.

Responsibilities

• Grow client net revenue annually in core product areas: investment management, capital markets, and banking & lending.
• Create sales and marketing strategies to acquire new target clients and generate revenue growth.
• Prospecting to generate leads and develop referrals to new clients/prospects.
• Profile, qualify, and convert prospects into CPB clients.
• Identify and execute on new business opportunities with existing clients.

Skills

Client facing

Relationship building

Financial markets knowledge

Communication skills

Education

Series 7 & 66 & 31 licensing

Tools

CRM software

Job description

Citi’s Private Bank in Miami seeks a seasoned Private Banker to deepen client relationships and tailor wealth management strategies for ultra‑high‑net‑worth clients, leveraging global resources. You will grow net revenue, lead a disciplined sales process, coordinate specialists, and present complex investment ideas in clear terms while complying with policies and regulations.

This full‑time role offers a competitive salary range and benefits as described, with focus on client advocacy and