Lead ultra-high-net-worth client acquisition and relationship management at Citi Private Bank, using lending and investment expertise. The role is full time.
As a Senior Private Banker, you will advise sophisticated clients across investment management, risk management, lending, and liquidity solutions. You will build lasting partnerships while coordinating Citi specialists to address complex financial needs. The position focuses on relationship-led business development and trusted advice.
Key Responsibilities: Convert UHNW prospects into long-term Citi Private Bank clients
Advise clients across investment, lending, risk, and liquidity solutions
Anticipate significant life and business events
Cultivate multi-generational family relationships and expand wallet share
Coordinate specialist teams for integrated financial solutions
Requirements: 15 or more years in private banking or wealth management
Experience serving ultra-high-net-worth client segments
Proven relationship-led sales and business development success
Knowledge of investments, lending, mortgages, and financing
Bachelor's degree or equivalent university-level education
Apply senior private banking expertise to UHNW relationships, financial strategy, client acquisition, and Citi's global capabilities.