Citi Private Bank - Private Banker - San Francisco, CA

The Banker SAFE Act role is a strategic professional who follows the latest trends in private banking and adapts them for application within the Citi Private Bank. Recognized subject matter expert within the ultra‑high‑net‑worth (UHNW) market, the candidate brings strong commercial awareness, advanced judgment, and the ability to conduct quantitative or qualitative analysis to solve problems and develop innovative solutions. The role has a significant impact on the function and the business through making decisions that determine technical approaches and strategies for the area.

Responsibilities

Actively identify prospects and convert prospects into clients.

Demonstrate an in-depth understanding of clients’ businesses and sources of wealth generation.

Anticipate events in a client’s life and business that have significant financial implications.

Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters.

Build relationships with client families that cross generations to establish long‑term connections to the Citi Private Bank.

Effectively manage client expectations regarding what can and cannot be executed on their behalf.

Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate.

Uncover needs that are not articulated or clearly expressed by the client.

Bring together the product experts to develop long‑term solutions to strengthen relationships with the firm.

Help clients achieve broad financial / investment goals related to the creation and management of wealth.

Develop tailored solutions that address clients’ investment, risk management, and financing / liquidity needs.

Set challenging goals, regularly monitor progress and make adjustments to achieve objectives.

Plan and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction.

Establish a referral network and gain introductions to potential clients that generate new sales.

Close the deal, making concessions that are appropriate and in line with the fundamental interests of the Citi Private Bank.

Help team members acquire the experience necessary to establish credibility with clients and intermediaries.

Demonstrate strong commitment to team success and place team goals above personal achievement.

Encourage team members to work together to deepen client relationships and exceed sales goals.

Align complementary experiences and skill sets of team members to maximize client effectiveness.

Build relationships / partner with support groups in Citi Private Bank to maintain control, find solutions and resolve issues.

Follow standard procedures and advocate appropriate exceptions to standard practices when the bigger picture needs to be considered, and seek or grant approvals as appropriate.

Ensure compliance on regulatory requirements and minimize any potential liability for Citi.

Ensure strong controls and effective operational and administrative services.

Set an example of behaviour to all staff.

Partner with colleagues across the Citi network to leverage capabilities and share expertise.

Advocate for the client, negotiating on their behalf with members of the Private Bank and Citi.

Ensure clients are presented with seamless execution of internal processes and Citigroup services.

Prioritize issues that need to be escalated and get the appropriate people involved to expedite resolution.

Understand and communicate the risk involved with various investment strategies.

Establish credibility and trust with all Citi Private Bank colleagues, maintaining the highest standards of personal and professional integrity.

Persevere in delivering what is promised, even when obstacles arise.

Flag and report illegal or improper transactions, complying with all regulatory policies and control procedures regarding client acceptability.

Understand the broad array of products and services under the Citi umbrella.

Apply an in‑depth level of knowledge in key investment and financing products.

Develop expertise to identify business opportunities and address the unique needs of specific client segments.

Keep abreast of financial industry developments and current global market conditions.

Present and communicate complex financial concepts and investment strategies with the highest degree of professionalism.

Seek continuous improvement, admit mistakes and adapt behaviour, based on feedback from clients and colleagues.

Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm’s reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications

15+ years of experience.

Extensive proven experience in private banking covering the UHNW market.

Experience leading client teams and executing transactions, with a demonstrated track record in relationship selling.

Extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities.

Education

Bachelor’s or university degree; Master’s degree preferred.

Job Details

Job Family : Private Banker

Time Type : Full time

Primary Location : San Francisco, California, United States

Salary Range : $200,000.00 – $500,000.00 plus incentive and retention awards

Anticipated Posting Close Date : Jul 17, 2025

Benefits

Citi offers competitive employee benefits including medical, dental and vision coverage, a 401(k) plan, life, accident and disability insurance, wellness programs, paid vacation, sick leave and holidays. Additional incentive and retention awards are available for eligible employees.

Equal Opportunity

Citi is an equal opportunity employer. Qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.

If you are a person with a disability and need a reasonable accommodation to use our search tools or apply for a career opportunity, please contact us. View Citi’s EEO Policy Statement and Know Your Rights poster.

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