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Private Banker - Strategic Wealth & Liquidity Solutions

https://www.citi.com/ Logo

Citi

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Location:
United States , San Francisco ▼

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Category:
Finance

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Contract Type:
Not provided

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Salary:

200000.00 - 300000.00 USD / Year
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Job Description:

We are seeking an experienced and highly motivated Private Banker to join our dynamic Wealth at Work team, specializing in the Technology and Healthcare sectors. The successful candidate will be responsible for driving significant revenue growth, expanding Assets Under Management (AUM), and aggressively acquiring new high-net-worth (HNW) clients. This role is crucial for candidates who possess a deep understanding of wealth creation and liquidity events, including comprehensive knowledge of capital tables, and an established network within the Tech and Healthcare ecosystems.

Job Responsibility:

  • Business Development: Proactively identify and pursue opportunities to generate revenue and materially increase Assets Under Management (AUM) through new client acquisition and deepening existing client relationships
  • Specialized Client Acquisition (Tech & Healthcare Liquidity Events): Develop and execute sophisticated strategies to attract and onboard new high-net-worth and ultra-high-net-worth clients, with an exclusive emphasis on founders, executives, and key employees in the Technology and Healthcare sectors
  • Strategic Advisory & Thought Leadership: Serve as a thought leader and subject matter expert for clients with complex financial needs, particularly those involving concentrated stock positions, private stock holdings, and sophisticated banking and lending solutions pertinent to the Tech and Healthcare sectors
  • Established Network & Ecosystem Engagement: Leverage an existing, robust network within the Technology and Healthcare venture capital, private equity, startup, and corporate executive communities to generate qualified referrals and proprietary new business opportunities
  • Client Relationship Management: Serve as a trusted advisor to clients, understanding their complex financial needs, goals, and risk tolerance to provide tailored wealth management solutions
  • Working with Integrated Client Engagement team to create and manage pipeline between Wealth at Work and Banking
  • Educate Bankers in CCB and Corp Bank to increase awareness about our offerings and capabilities
  • Responsible for evaluating client profiles in terms of returns expectation, risk appetite, time horizon, liquidity needs
  • Work with extended banking teams to help complete KYC and other due diligence needed when onboarding complex relationships
  • Attend client meetings with CCB and Corp Bankers and participate in presentations and sales pitches as needed
  • Appropriately assess risk when business decisions are made

Requirements:

  • 10+ years of experience in private banking, wealth management or a related client-facing financial role with a proven and quantifiable track record of success in new business development in the HNW segment
  • FINRA Licensed Series 7, 63/66
  • Profound and proven expertise as a thought leader in managing and advising on complex financial scenarios arising from liquidity events, including concentrated stock positions, private stock, and a comprehensive understanding of capital tables
  • Sales and relationship management skills including a track record of building successful relationships with external clients and internal partners
  • Self-starter with creative problem-solving skills
  • Highly proactive, self-starter with an entrepreneurial mindset, exceptional work ethic, and a results-oriented approach focused on maximizing client outcomes
  • Bachelor's/University degree, Master's degree preferred
What we offer:
  • medical, dental & vision coverage
  • 401(k)
  • life, accident, and disability insurance
  • wellness programs
  • paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays
  • discretionary and formulaic incentive and retention awards

Additional Information:

Job Posted:
February 10, 2026

Expiration:
February 10, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
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