Citi Private Bank - Banker Safe Act - Senior Vice President

Citi Private Bank

New York, New York, United States
Base: $192,000.00 - $288,000.00; bonus/equity: dis...
Uhnw market expertise
Client team leadership
Relationship selling track record
Actively identify prospects and establish contact with them/convert prospects into clients

Job Summary

  • Actively identify prospects and establish contact with them/convert prospects into clients.
  • Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters.
  • Ensure compliance on regulatory requirements and minimizes any potential liability for Citi.

Matching Summary

Actively identify prospects and establish contact with them/convert prospects into clients.

Salary

Base: $192,000.00 - $288,000.00; Bonus/Equity: discretionary and formulaic incentive and retention awards; Benefits: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs

Skills & Requirements

Must-have

  • UHNW market expertise
  • Client team leadership
  • Relationship selling track record
  • Citi Private Bank systems knowledge
  • Financial and investment product knowledge
  • Regulatory compliance adherence

Nice-to-have

  • Diplomacy and influence skills
  • Strategic advice provision
  • Cross-generational client relationships
  • Team success commitment
  • Continuous improvement mindset

Key Requirements

  • 10+ years of experience
  • Extensive Private Banking experience
  • Proven UHNW market coverage
  • Experience leading client teams
  • Demonstrated track record in relationship selling
  • Bachelor's/University degree, Master's degree preferred
  • Regulated role with applicable/mandatory qualifications and/or licenses

Work Rights

Not specified

Tailored Resume

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