Citi Private Bank - Uhnw Private Banker - Director / Md

Citi Handlowy

Chicago, Illinois, United States
Base: $200,000.00 - $500,000.00; bonus/equity: dis...
Ultra-high-net-worth client relationship management
Investment management and capital markets expertise
Prospecting and converting new private bank clients
Private Bankers at Citi develop tailored wealth management strategies to deeply understand and serve ultra-high-net-worth clients

Job Summary

  • Private Bankers at Citi develop tailored wealth management strategies to deeply understand and serve ultra-high-net-worth clients.
  • The role requires a proven track record in generating revenue growth through prospecting, networking, and acquiring new target clients.
  • Citi offers competitive benefits including medical, dental, vision coverage, 401(k), life insurance, and paid time off packages.

Matching Summary

Private Bankers at Citi develop tailored wealth management strategies to deeply understand and serve ultra-high-net-worth clients.

Salary

Base: $200,000.00 - $500,000.00; Bonus/Equity: Discretionary and formulaic incentive and retention awards available; Benefits: Medical, dental, vision, 401(k), life, accident, disability insurance, wellness programs, and paid time off

Skills & Requirements

Must-have

  • Ultra-high-net-worth client relationship management
  • Investment management and capital markets expertise
  • Prospecting and converting new private bank clients
  • Tailored wealth strategy development
  • Regulatory compliance and risk assessment

Nice-to-have

  • Global network utilization
  • Complex financial concept communication
  • Team leadership and mentorship
  • Strategic advisory capabilities

Key Requirements

  • 15+ years of experience in Private Banking
  • Series 7 & 66 (or 63 & 65) & 31 licensing
  • Extensive experience covering the UHNW market
  • Demonstrated track record in relationship selling

Work Rights

Not specified

Tailored Resume

Cover Letter