Citi Private Bank - UHNW Private Banker - Director / MD

Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client situation and utilize that knowledge to develop tailored wealth management strategies. Private Bankers are able to add value to clients by building and drawing upon a network of internal resources, often global, to achieve desired results. Successful Bankers are able to develop and adapt a disciplined sales process to convert a pipeline of prospects into target market clients. In addition, they are able to deliver quality Private Bank client relationships (solutions and services) in an intensely competitive fragmented market, taking fullest advantage of the Citi franchise while protecting the Bank and client/firm by complying with relevant policies, procedures, and country legal/regulatory requirements.

Job Requirements

New Client and Business Development

• Grow client net revenue annually in core product areas: investment management, capital markets, and banking & lending
• Create sales and marketing strategies designed to generate revenue growth and to acquire new target clients within different sectors
• Prospecting – generate leads and develop prospects, network to identify referrals to new clients/prospects
• Profile, qualify, and convert prospects into CPB clients.
• Identify and execute on new business opportunities with existing clients
• Orchestrate appropriate specialist resources to develop tailored, long-term solutions for clients/prospects
• Present and communicate to clients/prospects complex financial concepts and investment strategies in a way that is easily understood

Relationship Management

• Serve as the client’s advocate and trusted advisor (primary contact) for strategic advice on financial matters
• Create, organize, and implement a wealth management strategy designed to deepen relationships with existing clients
• Manage client expectations regarding what can and cannot be executed on their behalf

• Ensure financial strategies are kept current and appropriately aligned with client objectives
• Understand and communicate the risk involved with financial and investment strategies
• Ensure all client inquiries and problems are handled effectively and resolved
• Help team members to acquire experience and establish credibility with clients

Compliance Oversight and Controls

• Comply with all regulatory policies and control procedures regarding client transactions and suitability
• Oversee and ensure compliance with the following processes: Investment Objective Setting (IOS), Client Risk Profile (CRF), Periodic Client Reviews
• Oversee and ensure clients are on-boarded appropriately including all required documentation is complete and accurate
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Skills and Knowledge

• Client facing experience, preferably in the financial services industry. Strong knowledge of investments, banking and credit products
• Strong knowledge of financial industry and current market conditions
• Strong verbal and written communication skills. Excellent interpersonal skills, problem solving, team work and analytical skills
• Ability to establish relationships and partner effectively with various groups including sales, service, operations, compliance, and marketing
• Ability to understand, utilize and learn computer and web based applications

Qualifications and Education

• 15+ years of experience
• Licensing: Series 7 & 66 (or 63 & 65) & 31
• 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.

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Job Family Group:

Private Client Coverage

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Job Family:

Private Banker

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Time Type:

Full time

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Primary Location:

Dallas Texas United States

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Primary Location Full Time Salary Range:

$200,000.00 - $500,000.00

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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Anticipated Posting Close Date:

Jul 15, 2025

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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

 

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View Citi’s EEO Policy Statement and the Know Your Rights poster.