UHNW Private Wealth Architect & Trusted Advisor

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

Benefits offered by this job

Health insurance

401(k)

Life insurance

Disability insurance

Wellness programs

Paid holidays

Job summary

Citigroup Inc. in Denver seeks an experienced Private Banker to deepen client relationships and deliver tailored wealth management solutions within Citi Private Bank.

You will expand net revenue across investments, capital markets, and banking & lending, while coordinating internal specialists to meet UHNW client needs. You will act as a trusted advisor, managing client expectations and communicating complex strategies clearly.

Qualifications

• 15+ years of experience in private banking
• Licensing: Series 7 & 66 (or 63 & 65)
• Extensive UHNW private banking coverage experience and leadership
• Knowledge of Citi Private Bank systems, platforms, tools and capabilities

Responsibilities

• Grow client net revenue in investments, capital markets, and banking & lending
• Create sales/marketing strategies to acquire new target clients
• Prospect, qualify and convert prospects to CPB clients
• Coordinate specialist resources for tailored, long-term client solutions
• Present complex financial concepts and investment strategies clearly to clients

Skills

Client facing

Investments knowledge

Banking products

Credit products

Verbal communication

Written communication

Interpersonal skills

Problem solving

Teamwork

Relationship building

Education

Series 7 & 66 licenses

UHNW private banking experience

Tools

CRM systems

Private banking platforms

Job description

Citigroup Inc. in Denver seeks an experienced Private Banker to deepen client relationships and deliver tailored wealth management solutions within Citi Private Bank.

You will expand net revenue across investments, capital markets, and banking & lending, while coordinating internal specialists to meet UHNW client needs. You will act as a trusted advisor, managing client expectations and communicating complex strategies clearly.