UHNW Private Banking Director — Wealth Strategy Leader

Citi

Washington

On-site

USD 200,000 - 300,000

Full time

14 days+
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Benefits offered by this job

Medical, dental & vision
401(k) plan
Life, disability insurance
Wellness programs
Paid time off

Job summary

Citi Private Bank in Washington seeks an experienced Private Banker to manage UHNW client relationships. You will act as a trusted advisor, identifying opportunities and coordinating cross-functional teams to deliver tailored wealth solutions.

The role requires 15+ years in private banking, deep product knowledge, and a proven track record in relationship selling. Eligible for Citi Private Bank benefits and a comprehensive compensation package.

Qualifications

  • Fifteen+ years of experience in private banking.
  • Proven track record in relationship selling and leading client teams.
  • Extensive knowledge of Citi Private Bank products and systems.

Responsibilities

  • Actively identify prospects and convert them into clients.
  • Demonstrate understanding of clients’ businesses and wealth generation.
  • Build multi-generational client relationships within Citi Private Bank.
  • Advise clients on investment, risk management, and financing strategies.
  • Collaborate with product experts to develop long-term wealth solutions.

Skills

UHNW private banking
Relationship selling
Client advisor

Education

Bachelor’s/University degree; Master’s preferred

Job description

Citi Private Bank in Washington seeks an experienced Private Banker to manage UHNW client relationships. You will act as a trusted advisor, identifying opportunities and coordinating cross-functional teams to deliver tailored wealth solutions.

The role requires 15+ years in private banking, deep product knowledge, and a proven track record in relationship selling. Eligible for Citi Private Bank benefits and a comprehensive compensation package.

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