Banker Safe Act

Citi Private Bank

Miami, Florida, United States
Base: $200,000.00 - $300,000.00; bonus/equity: dis...
Uhnw market expertise
Relationship selling track record
Client business understanding
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.
  • Develop tailored solutions that address clients' investment, risk management, and financing/liquidity needs.

Matching Summary

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

Salary

Base: $200,000.00 - $300,000.00; 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
  • Relationship selling track record
  • Client business understanding
  • Financial strategy development
  • Risk assessment and communication

Nice-to-have

  • Trusted advisor role
  • Cross-generational client relationships
  • Team success commitment
  • Leveraging Citi network capabilities

Key Requirements

  • 15+ years of experience
  • Series 7 & 66 (or 63 & 65) licensing
  • Bachelor's/University degree, Master's degree preferred

Work Rights

Not specified

Tailored Resume

Cover Letter