Overview Join to apply for the Citi Private Bank - UHNW Private Banker - Director / MD role at Citi.

For a complete understanding of this opportunity, and what will be required to be a successful applicant, read on. 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 add value by building and drawing upon a network of internal resources, often global, to achieve desired results. Successful Bankers develop and adapt a disciplined sales process to convert a pipeline of prospects into target market clients, delivering quality Private Bank client relationships (solutions and services) in a competitive market while complying with policies, procedures, and country legal / regulatory requirements. Responsibilities 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 processes: Investment Objective Setting (IOS), Client Risk Profile (CRF), Periodic Client Reviews Oversee and ensure clients are onboarded appropriately including all required documentation is complete and accurate Appropriately assess risk when business decisions are made, demonstrating consideration for the firm’s reputation and safeguarding Citigroup, its clients and assets 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, teamwork 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 Citi Private Bank banking and product systems, platforms, tools and capabilities Additional Details Job Family Group: Private Client Coverage Job Function: Finance and Sales Industries: Banking, Financial Services, and Investment Banking Time Type: Full time Primary Location: Denver, Colorado, United States Salary Range: 200,000.00 - 500,000.00 In addition to salary, Citi’s offerings may include 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 and other benefits. Availability may vary by jurisdiction, job level, and date of hire. Anticipated Posting Close Date: Jul 15, 2025 Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster. Seniority level: Not Applicable Employment type: Full-time Job function: Finance and Sales Industries: Banking, Financial Services, and Investment Banking We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

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