Citi Private Bank - UHNW Private Banker
$150k/y-$300k/y
3 days ago
Highlight
OnsiteFull-timeExecutive
Summary
Citi is seeking a UHNW Private Banker to join their team in Short Hills, NJ. The role involves providing strategic financial advice and building long-term relationships with ultra-high-net-worth clients.
About the Role
As a UHNW Private Banker, you will actively identify and convert prospects into clients, serve as a trusted advisor, and develop tailored financial solutions. You will manage client expectations, uncover unarticulated needs, and collaborate with product experts to strengthen client relationships. Your responsibilities will include setting challenging goals, establishing a referral network, and ensuring compliance with regulatory requirements while maintaining high standards of integrity.
About You
Required:
- 15+ years of experience in Private Banking, specifically with UHNW clients.
- Extensive knowledge of Citi Private Bank banking and product systems.
Preferred:
- Master's degree in a relevant field.
- Demonstrated track record in relationship selling and leading client teams.
Benefits
- Competitive salary range of $150k–$300k.
- Comprehensive benefits package including medical, dental, and vision coverage.
- 401(k) plan, life, accident, and disability insurance.
- Wellness programs and paid time off including vacation and sick leave.
Citi
Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients. We have over 200 years of experience helping our clients meet the world's toughest challenges and embrace its greatest opportunities. We are Citi, the global bank – an institution connecting millions of people across hundreds of countries and cities. For information on Citi’s commitment to privacy, visit on.citi/privacy.
Short Hills, NJ