Job Summary

• The role requires a strategic professional to act as a trusted advisor for Ultra-High-Net-Worth clients, anticipating life events with significant financial implications.
• Responsibilities include developing tailored investment solutions, managing risk tolerance, and closing deals while adhering to strict regulatory requirements.
• Citi offers competitive benefits including medical coverage, 401(k), paid time off, and discretionary incentive awards alongside the base salary range.

Matching Summary

Salary

Base: $192,000.00 - $288,000.00; Bonus/Equity: Discretionary and formulaic incentive and retention awards available; Benefits: Medical, dental, vision, 401(k), life insurance, wellness programs, and paid time off

Skills & Requirements

Key Requirements

• Bachelor's degree required; Master's preferred
• 10+ years of Private Banking experience
• Mandatory regulated role qualifications and licenses
• Extensive knowledge of Citi Private Bank systems
• Proven track record in UHNW relationship selling

Work Rights