UHNW Private Banking Leader: Elite Wealth Strategy & Advisory

Citi; Washington (District of Columbia); On-site; USD 200,000 - 300,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k) plan

Life, disability insurance

Job summary

Citi Private Bank in Washington, DC seeks a senior banker with 15+ years in private banking to manage UHNW client relationships and lead multi‑person teams. You will coordinate with product experts to craft tailored wealth strategies and ensure regulatory compliance while driving client growth.

The role requires strong negotiation skills, deep industry knowledge, and a proven track record of delivering sophisticated investment and financing solutions for high-net-worth families.

Qualifications

• 15+ years of experience.
• Extensive Private Banking experience serving UHNW clients.
• Proven track record in relationship selling.
• Experience leading client teams and transactions.

Responsibilities

• Actively identify prospects and convert them into clients.
• Demonstrate an in-depth understanding of clients’ wealth generation.
• Serve as trusted advisor on financial matters.
• Coordinate with product experts to develop long-term solutions.
• Ensure regulatory compliance and risk management.

Skills

Private Banking

Relationship selling

UHNW clients

Client team leadership

Education

Bachelor's degree

Master's degree preferred

Tools

Citi Private Bank systems

Job description

Citi Private Bank in Washington, DC seeks a senior banker with 15+ years in private banking to manage UHNW client relationships and lead multi‑person teams. You will coordinate with product experts to craft tailored wealth strategies and ensure regulatory compliance while driving client growth.

The role requires strong negotiation skills, deep industry knowledge, and a proven track record of delivering sophisticated investment and financing solutions for high-net-worth families.