UHNW Private Banking Director: Wealth Strategy & Growth

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

Benefits offered by this job

Medical, dental & vision coverage

401(k) plan

Paid time off packages

Job summary

A leading financial services firm in Miami is looking for a Private Banker to develop and manage client relationships and create tailored wealth management strategies. Candidates should have over 15 years of experience in the financial sector, strong knowledge of investment and credit products, and relevant licensing. This role offers a salary range of $200,000 to $500,000 plus comprehensive employee benefits including medical coverage and paid time off.

Qualifications

• Experience in the financial services industry.
• Extensive knowledge of investment and credit products.
• Proven track record in relationship selling.

Responsibilities

• Develop and deepen client relationships in wealth management.
• Grow client net revenue and create marketing strategies.
• Serve as the primary contact for strategic financial advice.

Skills

Client facing experience

Strong knowledge of investments

Strong verbal and written communication skills

Analytical skills

Problem-solving

Teamwork

Education

15+ years of experience

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

Tools

Proven experience in Private Banking

Knowledge of Citi Private Bank systems

Job description

A leading financial services firm in Miami is looking for a Private Banker to develop and manage client relationships and create tailored wealth management strategies. Candidates should have over 15 years of experience in the financial sector, strong knowledge of investment and credit products, and relevant licensing. This role offers a salary range of $200,000 to $500,000 plus comprehensive employee benefits including medical coverage and paid time off.