Citi Private Bank - HNW UHNW Private Banker - Director ...

OverviewJoin to apply for the Citi Private Bank - UHNW Private Banker - Director / MD role at Citi.Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client situation and utilize that knowledge to develop tailored wealth management strategies. Private Bankers add value by building and drawing upon a network of internal resources, often global, to achieve desired results. Successful Bankers develop and adapt a disciplined sales process to convert a pipeline of prospects into target market clients, delivering quality Private Bank client relationships (solutions and services) in a competitive market while complying with policies, procedures, and country legal / regulatory requirements.ResponsibilitiesNew Client and Business DevelopmentGrow client net revenue annually in core product areas: investment management, capital markets, and banking & lendingCreate sales and marketing strategies designed to generate revenue growth and to acquire new target clients within different sectorsProspecting – generate leads and develop prospects, network to identify referrals to new clients / prospectsProfile, qualify, and convert prospects into CPB clientsIdentify and execute on new business opportunities with existing clientsOrchestrate appropriate specialist resources to develop tailored, long-term solutions for clients / prospectsPresent and communicate to clients / prospects complex financial concepts and investment strategies in a way that is easily understoodRelationship ManagementServe as the client’s advocate and trusted advisor (primary contact) for strategic advice on financial mattersCreate, organize, and implement a wealth management strategy designed to deepen relationships with existing clientsManage client expectations regarding what can and cannot be executed on their behalfEnsure financial strategies are kept current and appropriately aligned with client objectivesUnderstand and communicate the risk involved with financial and investment strategiesEnsure all client inquiries and problems are handled effectively and resolvedHelp team members to acquire experience and establish credibility with clientsCompliance Oversight and ControlsComply with all regulatory policies and control procedures regarding client transactions and suitabilityOversee and ensure compliance with processes: Investment Objective Setting (IOS), Client Risk Profile (CRF), Periodic Client ReviewsOversee and ensure clients are onboarded appropriately including all required documentation is complete and accurateAppropriately assess risk when business decisions are made, demonstrating consideration for the firm’s reputation and safeguarding Citigroup, its clients and assetsSkills And KnowledgeClient facing experience, preferably in the financial services industry. Strong knowledge of investments, banking and credit productsStrong knowledge of financial industry and current market conditionsStrong verbal and written communication skills. Excellent interpersonal skills, problem solving, teamwork and analytical skillsAbility to establish relationships and partner effectively with various groups including sales, service, operations, compliance, and marketingAbility to understand, utilize and learn computer and web based applicationsQualifications And Education15+ years of experienceLicensing: Series 7 & 66 (or 63 & 65) & 31Extensive and proven experience in Private Banking having covered the UHNW market; extensive experience in working with and/or leading client teams and transactions; demonstrated track record in relationship sellingDemonstrates extensive knowledge of Citi Private Bank banking and product systems, platforms, tools and capabilitiesAdditional DetailsJob Family Group: Private Client CoverageJob Function: Finance and SalesIndustries: Banking, Financial Services, and Investment BankingTime Type: Full timePrimary Location: Denver, Colorado, United StatesSalary Range: 200,000.00 - 500,000.00In addition to salary, Citi’s offerings may include discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages and other benefits. Availability may vary by jurisdiction, job level, and date of hire.Anticipated Posting Close Date: Jul 15, 2025Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by law.If you are a person with a disability and need a reasonable accommodation to use our search tools or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.Seniority level: Not ApplicableEmployment type: Full-timeJob function: Finance and SalesIndustries: Banking, Financial Services, and Investment BankingWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr

Created: 2025-10-06