Banker SAFE Act

Citigroup

Miami, Florida, United States
Base: $200,000.00 - $300,000.00; bonus/equity: dis...
On-site
15+ years of private banking experience
Series 7 & 66 licensing required
Uhnw client relationship management
Citigroup is seeking a Banker SAFE Act for their Miami location, requiring significant experience in private banking, especially with ultra-high-net-worth clients. The ideal candidate will possess strong relationship management skills and an in-depth understanding of financial products, with a commitment to client advocacy and team success

Job Summary

  • This role serves as a strategic professional responsible for identifying prospects, converting them into clients, and acting as a trusted advisor to Ultra-High-Net-Worth individuals.
  • The position requires building long-term connections with client families across generations while developing tailored investment, risk management, and financing solutions.
  • Citi offers competitive benefits including medical, dental, vision coverage, 401(k), life insurance, and paid time off packages alongside a salary range of $200,000.00 - $300,000.00.

Matching Summary

Match Score: 85

Citigroup is seeking a Banker SAFE Act for their Miami location, requiring significant experience in private banking, especially with ultra-high-net-worth clients. The ideal candidate will possess strong relationship management skills and an in-depth understanding of financial products, with a commitment to client advocacy and team success.

Salary

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

Skills & Requirements

Must-have

  • 15+ years of Private Banking experience
  • Series 7 & 66 licensing required
  • UHNW client relationship management
  • Strategic financial advisory capabilities
  • Client acquisition and sales execution

Nice-to-have

  • Cross-generational family banking relationships
  • In-depth knowledge of Citi product systems
  • Strong internal negotiation skills
  • Team mentorship and collaboration
  • Adaptability to global market conditions

Key Requirements

  • 15+ years of experience
  • Series 7 & 66 license
  • Bachelor's degree (Master's preferred)
  • Proven track record in relationship selling
  • Extensive UHNW market coverage experience

Work Rights

Not specified

Tailored Resume

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