Banker Safe Act

Citi Handlowy

Miami, Florida, United States
Base: $200,000.00 - $300,000.00; bonus/equity: dis...
On-site
Client relationship management
Wealth generation understanding
Financial planning and advice
Citi Handlowy is seeking a highly experienced Banker SAFE Act to join their Miami team, focusing on providing strategic financial advice and developing long-term client relationships with ultra-high-net-worth individuals. Candidates should possess extensive experience in private banking, strong communication skills, and relevant licenses

Job Summary

  • Actively identify prospects and establish contact with them/convert prospects into clients.
  • Build relationships with client families that cross generations to establish long-term connections to the Citi Private Bank.
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets.

Matching Summary

Match Score: 85

Citi Handlowy is seeking a highly experienced Banker SAFE Act to join their Miami team, focusing on providing strategic financial advice and developing long-term client relationships with ultra-high-net-worth individuals. Candidates should possess extensive experience in private banking, strong communication skills, and relevant licenses.

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

  • Client relationship management
  • Wealth generation understanding
  • Financial planning and advice
  • Product and service expertise
  • Regulatory compliance

Nice-to-have

  • Team collaboration
  • Client advocacy
  • Continuous improvement mindset

Key Requirements

  • 15+ years of experience
  • Series 7 & 66 (or 63 & 65) licensing
  • Extensive Private Banking experience with UHNW market
  • Proven track record in relationship selling
  • Knowledge of Citi Private Bank systems and platforms

Work Rights

Not specified

Tailored Resume

Cover Letter