Citi Wealth at Work - Law Firm Group - Banker - Director

Overview

Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Wealth, operates in the affluent and high-net worth segments through Citigold and Citigold Private Client and captures wealth management in the workplace through Citi Global Wealth at Work.

Citi Global Wealth at Work is designed to be a partner to lawyers, accountants, asset managers and management professionals with deep industry specific expertise to help you navigate your financial goals. This position is focused on developing and managing client relationships in the Law Firm Segment of our business.

Responsibilities

• Actively identify prospects and establish contact with them / 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 which have significant financial implications.
• Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters.
• Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate.
• 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.
• Plan and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction.
• Ensure clients are presented with seamless execution of internal processes and Citigroup services.
• Apply an in-depth level of knowledge in key investment and financing products.

Qualifications

Education

Job Details

Job Family Group : Private Client Coverage

Job Family : Private Banker

Time Type : Full time

Primary Location : Boston, Massachusetts, United States

Primary Location Full Time Salary Range : $200,000.00 - $300,000.00

In addition to salary, Citi’s offerings may also 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, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

Most Relevant Skills

Please see the requirements listed above.

Anticipated Posting Close Date

Aug 06, 2025

Citi 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, status as a protected veteran, or any other characteristic protected by law.

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