Citi Private Bank - Uhnw Banker

Publix Serving (Civica)

San Francisco, California, United States
Base: $200,000.00 - $300,000.00; bonus/equity: dis...
15+ years private banking experience
Uhnw client relationship management
Strategic financial advisory skills
The role requires a strategic professional with over 15 years of experience in private banking serving the Ultra-High-Net-Worth market

Job Summary

  • The role requires a strategic professional with over 15 years of experience in private banking serving the Ultra-High-Net-Worth market.
  • Responsibilities include acting as a trusted advisor, anticipating client life events, and developing tailored wealth management solutions.
  • Citi offers competitive benefits including medical coverage, 401(k), paid time off, and discretionary incentive awards alongside the base salary.

Matching Summary

The role requires a strategic professional with over 15 years of experience in private banking serving the Ultra-High-Net-Worth market.

Salary

Base: $200,000.00 - $300,000.00; Bonus/Equity: Discretionary and formulaic incentive awards available; Benefits: Medical, dental, vision, 401(k), life insurance, wellness programs

Skills & Requirements

Must-have

  • 15+ years private banking experience
  • UHNW client relationship management
  • Strategic financial advisory skills
  • Advanced sales and negotiation abilities
  • Deep knowledge of investment products

Nice-to-have

  • Cross-generational family relationship building
  • Team mentorship and collaboration
  • Innovative problem-solving capabilities
  • Strong commercial awareness
  • Adaptability to market trends

Key Requirements

  • Bachelor's degree required, Master's preferred
  • 15+ years of proven private banking experience
  • Extensive track record in UHNW relationship selling
  • Demonstrated expertise in Citi Private Bank systems

Work Rights

Not specified

Tailored Resume

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