UHNW Private Banking MD & Team Leader

Citi; New York (NY); On-site; USD 250,000 - 500,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Paid time off packages

Job summary

Citi is looking for a Managing Director, Private Banker based in Palo Alto, California. This role focuses on growing client relationships with ultra-high-net-worth individuals while leading a team dedicated to achieving revenue goals.

The ideal candidate will have over 15 years' experience in Private Banking, with a proven track record in relationship selling and team leadership. Essential skills include an in-depth understanding of clients’ financial needs and a commitment to excellence in service.

Qualifications

• 15+ years of experience in Private Banking, specifically with UHNW clients.
• Proven track record in leading client teams and transactions.

Responsibilities

• Grow existing client business and develop acquisition strategies.
• Drive revenue and manage team revenue goals.
• Coach and guide team members in sales strategies.

Skills

Private Banking experience

Relationship selling

Team leadership

Education

Bachelor's/University degree

Master's degree preferred

Job description

Citi is looking for a Managing Director, Private Banker based in Palo Alto, California. This role focuses on growing client relationships with ultra-high-net-worth individuals while leading a team dedicated to achieving revenue goals.

The ideal candidate will have over 15 years' experience in Private Banking, with a proven track record in relationship selling and team leadership. Essential skills include an in-depth understanding of clients’ financial needs and a commitment to excellence in service.