Managing Director, Private Banker

Responsibilities

• Actively identify and convert prospects into ultra-high-net-worth (UHNW) clients.
• Serve as a trusted advisor, developing tailored financial, investment, and risk management strategies.
• Build multi-generational relationships with client families to ensure long-term connections to the bank.
• Collaborate with product experts and internal partners to deliver comprehensive wealth management solutions.
• Drive revenue growth by establishing a strong referral network and managing client expectations.
• Lead and mentor team members to enhance client credibility and achieve collective sales goals.
• Ensure strict adherence to regulatory requirements, risk management protocols, and internal controls.

Requirements

• 15+ years of professional experience in financial services.
• Extensive and proven expertise in Private Banking, specifically serving the UHNW market.
• Demonstrated track record in relationship selling and managing complex client transactions.
• Bachelor's degree from an accredited university.

Preferred Qualifications

• Master's degree.
• Proven experience leading high-performing client teams.

Benefits

• Competitive salary range with discretionary and formulaic incentive and retention awards.
• Comprehensive medical, dental, and vision coverage.
• 401(k) retirement savings plan.
• Life, accident, and disability insurance.
• Wellness programs and paid time off packages, including vacation, sick leave, and holidays.

About the Company

Citi is a global leader in financial services, providing a wide range of banking, investment, and wealth management solutions to clients across the world. The Citi Private Bank offers specialized services to ultra-high-net-worth individuals, leveraging a global network to deliver seamless execution and expert financial guidance.