UHNW Private Banker

• 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 by the client
• Bring together 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

• 15+ years of experience
• Extensive and proven experience in Private Banking covering UHNW market
• Extensive experience in 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
• Bachelor's/University degree
• Master's degree preferred

Master's degree

• 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