Private Banker, Citi

Citi

Location:
United States, Dallas

Category:
Banking

Contract Type:
Employment contract

Salary:

138720.00 - 208080.00 USD / Year

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Job Description:

The Banker SAFE Act is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers.

Job Responsibility:

Actively identify prospects and establish contact with them/convert prospects into clients
Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation
Anticipate events in a client's life and business which have significant financial implications
Serve as a trusted advisor to clients
Build relationships with client families that cross generations
Effectively manage client expectations
Maintain full understanding of client goals and risk tolerance
Uncover needs that are not articulated or clearly expressed by the client
Bring together the product experts to develop long-term solutions
Help clients achieve broad financial/investment goals
Develop tailored solutions that address clients' investment, risk management, and financing/liquidity needs
Set challenging goals and regularly monitoring progress
Plan and prioritize daily, weekly, and monthly activities
Establish a referral network and gain introductions to potential clients
Close the deal
Help team members acquire the experience necessary to establish credibility with clients
Build relationships/partner with support groups in Citi Private Bank
Ensure compliance on regulatory requirements
Ensure strong controls and effective operational and administrative services
Partner with colleagues across the Citi network to leverage capabilities and share expertise
Advocate for the client
Ensure clients are presented with seamless execution of internal processes and Citigroup services
Prioritize issues that need to be escalated
Understand and communicate the risk involved with various investment strategies
Establish credibility and trust with all Citi Private Bank colleagues
Keep abreast of financial industry developments and current global market conditions
Present and communicate complex financial concepts and investment strategies

Requirements:

6-10 years of experience
Extensive and proven experience in Private Banking having covered the UHNW market
Extensive experience in working with and/or leading client teams and transactions
Demonstrated track record in relationship selling
Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities
Fluency in foreign language, as required
Strong IT skills including Excel and Word
Regulated role with applicable/mandatory qualifications and/or licenses
Bachelor's/University degree, Master's degree preferred

Nice to have:

Creative and innovative
Able to multi-task and prioritise
Thrives in a business development environment
Strong communication skills
Ability to influence

What we offer:

Medical, dental & vision coverage
401(k)
Life, accident, and disability insurance
Wellness programs
Paid time off packages including vacation, sick leave, and paid holidays
Discretionary and formulaic incentive and retention awards

Additional Information:

Job Posted:
September 04, 2025

Expiration:
September 09, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Private Banker