Banker Safe Act

Publix Serving (Civica)

Miami, Florida, United States
Base: $200,000.00 - $300,000.00; bonus/equity: dis...
On-site
In-depth understanding of client businesses
Anticipate client financial implications
Trusted advisor for strategic financial advice
Citi is seeking a Banker SAFE Act professional with over 15 years of experience in Private Banking, particularly in the ultra-high-net-worth (UHNW) market. The role involves building client relationships, providing strategic advice, and ensuring compliance with financial regulations, all while working on-site in Miami, Florida

Job Summary

  • Actively identify prospects, convert them into clients, and serve as a trusted advisor for strategic financial matters.
  • Build long-term relationships with client families across generations and develop tailored solutions for investment, risk management, and financing needs.
  • Ensure compliance with regulatory requirements, maintain strong controls, and partner with colleagues across the Citi network to leverage capabilities and share expertise.

Matching Summary

Match Score: 85

Citi is seeking a Banker SAFE Act professional with over 15 years of experience in Private Banking, particularly in the ultra-high-net-worth (UHNW) market. The role involves building client relationships, providing strategic advice, and ensuring compliance with financial regulations, all while working on-site in Miami, Florida.

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; wellness programs; paid time off packages

Skills & Requirements

Must-have

  • In-depth understanding of client businesses
  • Anticipate client financial implications
  • Trusted advisor for strategic financial advice
  • Build multi-generational client relationships
  • Develop tailored financial solutions
  • Manage client expectations
  • Uncover unarticulated client needs
  • Leverage product experts for solutions
  • Achieve broad financial/investment goals
  • Set and monitor challenging goals
  • Establish referral networks for sales
  • Close deals with appropriate concessions
  • Demonstrate strong commitment to team success
  • Partner with support groups
  • Ensure compliance with regulatory requirements
  • Understand broad array of Citi products
  • Apply in-depth knowledge of investment/financing products
  • Keep abreast of financial industry developments
  • Present complex financial concepts professionally
  • Assess risk in business decisions

Nice-to-have

  • Adapt latest trends for business application
  • Strong commercial awareness
  • Negotiate internally at senior levels
  • External communication required
  • Provide advanced judgment
  • Conduct in-depth quantitative/qualitative analysis
  • Think beyond existing solutions
  • Encourage team collaboration
  • Align team skill sets for client effectiveness
  • Advocate for the client
  • Ensure seamless internal process execution
  • Prioritize issues for escalation
  • Establish credibility and trust with colleagues
  • Persevere in delivering promises
  • Flag and report illegal transactions
  • Seek continuous improvement and adapt behavior

Key Requirements

  • 15+ years of experience
  • Series 7 & 66 (or 63 & 65) licensing
  • Extensive experience in Private Banking covering UHNW market
  • Experience working with/leading client teams and transactions
  • Demonstrated track record in relationship selling
  • Extensive knowledge of Citi Private Bank systems, platforms, tools, and capabilities
  • Bachelor's/University degree, Master's degree preferred

Work Rights

Not specified

Tailored Resume

Cover Letter