Citi Private Bank - UHNW Private Banker - Director / MD

Overview 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 build and draw 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 and deliver quality Private Bank client relationships (solutions and services) in a competitive market, while 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

Serve as the client’s advocate and trusted advisor (primary contact) for strategic advice on financial matters

Create, organize, and implement a wealth management strategy designed to deepen relationships with existing clients

Manage client expectations regarding what can and cannot be executed on their behalf

Ensure financial strategies are kept current and appropriately aligned with client objectives

Understand and communicate the risk involved with financial and investment strategies

Ensure all client inquiries and problems are handled effectively and resolved

Help team members to acquire experience and establish credibility with clients

Compliance Oversight and Controls

Comply with all regulatory policies and control procedures regarding client transactions and suitability

Oversee and ensure compliance with processes : Investment Objective Setting (IOS), Client Risk Profile (CRF), Periodic Client Reviews

Oversee and ensure clients are onboarded appropriately including all required documentation is complete and accurate

Appropriately assess risk when business decisions are made, demonstrating 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, and escalating, managing and reporting control issues with transparency.

Skills and Knowledge

Client facing experience, preferably in the financial services industry. Strong knowledge of investments, banking and credit products

Strong knowledge of financial industry and current market conditions

Strong verbal and written communication skills. Excellent interpersonal skills, problem solving, team work and analytical skills

Ability to establish relationships and partner effectively with various groups including sales, service, operations, compliance, and marketing

Ability to understand, utilize and learn computer and web based applications

Qualifications and Education

15+ years of experience

Licensing : Series 7 & 66 (or 63 & 65) & 31

Extensive 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 selling

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

Additional Information Job Family Group : Private Client Coverage

Job Family : Private Banker

Time Type : Full time

Primary Location : Miami Florida United States

Primary Location Full Time Salary Range : $200,000.00 - $500,000.00

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.

Other Relevant Skills

For complementary skills, please see above and / or contact the recruiter.

Anticipated Posting Close Date : Jul 15, 2025

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.

If you are a person with a disability and need a reasonable accommodation to use our search tools and / or apply for a career opportunity review Citi’s Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.

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