UHNW Private Banking Director - Trusted Wealth Advisor

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

Job summary

Citi Private Bank in Miami, FL is seeking a Director/MD UHNW Private Banker to lead client relationships and develop tailored wealth management strategies. The role focuses on growing revenue, coordinating internal resources, and ensuring compliance across a competitive marketplace.

The ideal candidate has extensive UHNW Private Banking experience, advanced licenses, and a proven track record in relationship selling within Citi Private Bank's framework.

Qualifications

• Client-facing experience in financial services; knowledge of investments, banking and credit products.
• Strong knowledge of the financial industry and current market conditions.
• Excellent verbal and written communication; interpersonal, problem-solving and analytical skills.

Responsibilities

• Grow client net revenue annually in core product areas: investment management, capital markets, and banking & lending.
• Create sales and marketing strategies to generate revenue growth and acquire new target clients.
• Prospect and network to identify referrals and convert prospects into Citi Private Bank clients.

Skills

Client facing experience

Investments and banking knowledge

Verbal and written communication

Relationship building

Technology proficiency

Education

Licensing: Series 7 & 66 (or 63 & 65) & 31

Job description

Citi Private Bank in Miami, FL is seeking a Director/MD UHNW Private Banker to lead client relationships and develop tailored wealth management strategies. The role focuses on growing revenue, coordinating internal resources, and ensuring compliance across a competitive marketplace.

The ideal candidate has extensive UHNW Private Banking experience, advanced licenses, and a proven track record in relationship selling within Citi Private Bank's framework.