The role focuses on building and managing relationships with ultra-high net worth clients within Citi Private Bank
Job Summary
The role focuses on building and managing relationships with ultra-high net worth clients within Citi Private Bank.
Candidates must possess extensive experience in providing investment advice, overseeing solutions, and executing trades across various jurisdictions.
The position offers a competitive salary range of $200,000 to $300,000 along with comprehensive benefits including medical coverage and 401(k) matching.
Matching Summary
The role focuses on building and managing relationships with ultra-high net worth clients within Citi Private Bank.
Salary
Base: $200,000.00 - $300,000.00; Bonus/Equity: Discretionary and formulaic incentive awards available; Benefits: Medical, dental, vision, 401(k), life insurance, paid time off
Skills & Requirements
Must-have
15+ years investment experience
Ultra-high net worth client management
Alternative investments knowledge
US securities licenses S7 S66 S3
Nice-to-have
CFA or MBA degree preferred
Entrepreneurial client acquisition skills
Cross-currency asset class expertise
Strong internal collaboration abilities
Key Requirements
15+ years of professional experience
S7, S66 (or 63 & 65), and S3 licenses
Bachelor's degree required; Master's preferred
Advanced judgment and quantitative analysis skills