Citi Private Bank - UHNW Private Banker - Director / MD

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 are able to add value to clients by building and drawing upon a network of internal resources, often global, to achieve desired results. Successful Bankers are able to develop and adapt a disciplined sales process to convert a pipeline of prospects into target market clients. In addition, they are able to deliver quality Private Bank client relationships (solutions and services) in an intensely competitive fragmented market, taking fullest advantage of the Citi franchise while protecting the Bank and client / firm by complying with relevant policies, procedures, and country legal / regulatory requirements.

Job Requirements

New Client and Business Development

• Grow client net revenue annually in core product areas : investment management, capital markets, and banking & lending
• Create sales and marketing strategies designed to generate revenue growth and to acquire new target clients within different sectors
• Prospecting – generate leads and develop prospects, network to identify referrals to new clients / prospects
• Profile, qualify, and convert prospects into CPB clients.
• Identify and execute on new business opportunities with existing clients
• Orchestrate appropriate specialist resources to develop tailored, long-term solutions for clients / prospects
• Present and communicate to clients / prospects complex financial concepts and investment strategies in a way that is easily understood

Relationship Management

Compliance Oversight and Controls

Skills and Knowledge

Qualifications and Education

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, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

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