Citi Wealth at Work - Banker - Director

Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold® and Citigold® Private Client, and captures wealth management in the workplace through Citi Global Wealth at Work. Citi Global Wealth at Work is designed to be a partner to lawyers, accountants, asset managers, and management professionals with deep industry-specific expertise to help navigate financial goals. Access a range of responsive banking, investing, wealth management & planning services, and a dedicated Private Banker. Support is also provided to firms, offering specialized capabilities for both the company and employees.

About the role

The Banker is an internally and externally recognized subject-matter expert who influences practices both within and beyond the business. Requires a broad and comprehensive understanding of the field, acting as a thought leader who develops new techniques, methodologies, and approaches to impact the work of others and organizational results. Excellent communication skills are required to negotiate internally and externally at senior levels, with negotiations impacting the business and involving external parties such as clients, government bodies, or other organizations. This role has a significant impact on major functions and the business by determining technical approaches and strategies. Responsible for setting the technical direction of key technical areas.

Responsibilities

• Actively identify prospects and establish contact to convert them into clients.
• Demonstrate an in-depth understanding of clients’ businesses and sources of wealth generation.
• Anticipate events in a client’s life and business with significant financial implications.
• Serve as a trusted advisor to clients seeking strategic financial advice.
• Maintain a full understanding of client goals and risk tolerance to ensure appropriate financial strategies.
• Bring together product experts to develop long-term solutions that strengthen client relationships.
• Help clients achieve broad financial and investment goals related to wealth creation and management.
• Plan and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction.
• Ensure seamless execution of internal processes and Citigroup services for clients.
• Apply in-depth knowledge of key investment and financing products.

Requirements

• 15+ years of experience.
• Extensive and proven experience in Private Banking, having covered the UHNW market.
• Extensive experience working with and/or leading client teams and transactions.
• Demonstrated track record in relationship selling.
• Extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools, and capabilities.
• Series 7 & 66 required.

Qualifications

Bachelor’s/University degree; Master’s degree preferred.

Pay

Full-time salary range: $200,000.00 - $300,000.00. In addition to salary, Citi’s offerings may include, for eligible employees, discretionary and formulaic incentive and retention awards.

Benefits

• Medical, dental, and vision coverage.
• 401(k) retirement plan.
• Life, accident, and disability insurance.
• Wellness programs.
• Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.

Available offerings may vary by jurisdiction, job level, and date of hire.

Schedule

Full time.

Primary location: Beverly Hills, California, United States.