Citi Wealth At Work - Banker - Senior Vice President

Citi

San Francisco, California, United States
Base: $192,000.00 - $288,000.00; bonus/equity: dis...
Subject matter expert
Thought leader
Innovative approaches
Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients

Job Summary

  • Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients.
  • The Banker is an internally and externally recognized subject matter expert that influences the way things are done, not only internally, but beyond the business itself.
  • Actively identify prospects and establish contact with them/convert prospects into clients.

Matching Summary

Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth 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

  • subject matter expert
  • thought leader
  • innovative approaches
  • senior level negotiations
  • client relationship management
  • investment and financing products

Nice-to-have

  • strategic financial advice
  • navigating financial goals
  • comprehensive financial partner

Key Requirements

  • 15+ years of experience
  • Private Banking UHNW market experience
  • Client teams and transactions experience
  • Relationship selling track record
  • Citi Private Bank systems knowledge
  • Series 7 & 66 Required
  • Bachelor's/University degree
  • Master's degree preferred

Work Rights

Not specified

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