Citi Wealth at Work - Banker - Director

About the Position

Discover your future at Citi. Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community, and make a real impact.

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 you navigate your financial goals. You could access a range of responsive banking, investing, wealth management, and planning services and access to a dedicated Private Banker. We also support firms, and we offer a range of specialized capabilities both for your company and your employees. Whether it’s access to a Private Banker as a corporate benefit, or financing, we aim to be your comprehensive financial partner.

Responsibilities

• 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 who frequently seek strategic advice regarding financial matters.
• Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate.
• Bring together the product experts to develop long-term solutions to strengthen relationships with the firm.
• Help clients achieve broad financial/investment goals related to the creation and management of wealth.
• Plan and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction.
• Ensure clients are presented with seamless execution of internal processes and Citigroup services.
• Apply an in-depth level of knowledge in key investment and financing products.

Requirements

• 15+ 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.
• Series 7 & 66 Required
• Bachelor's/University degree, Master's degree preferred

We Offer

• Competitive salary range: $200,000.00 - $300,000.00
• Comprehensive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.
• Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.

About the Company

Working at Citi means joining a team of approximately 219,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community, and make a real impact.

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.