Deliver wealth management services to CITI PRIVATE BANK clients with guidance from the Banker teams
Job Summary
Deliver wealth management services to CITI PRIVATE BANK clients with guidance from the Banker teams.
Manage and execute client transactions with respect to business and individual banking, credit and investment products, ensuring timely completion within audit and compliance standards.
Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.
Matching Summary
Deliver wealth management services to CITI PRIVATE BANK clients with guidance from the Banker teams.
Salary
Base: $94,000.00 - $141,000.00; 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
wealth management services
client transaction management
audit and compliance standards
client investigations
banking policies and procedures
service quality check-in calls
Nice-to-have
strong analytical skills
good communication and diplomacy skills
leadership role within teams
coaching and training new recruits
proactively arrange client visits
identify new business opportunities
Key Requirements
5-8 years of experience
Bachelor's/University degree or equivalent experience