The Banker SAFE Act role is a recognized subject matter expert position that influences internal processes and extends beyond the organization. It requires a broad understanding of the field and is considered a thought leader, developing new techniques and methodologies to impact organizational results. Excellent communication skills are essential for negotiations at senior levels with internal and external parties, including clients and government bodies. The role involves making decisions that significantly impact a major function or the business, setting technical directions, and determining technical strategies for key areas.

Ready to apply Before you do, make sure to read all the details pertaining to this job in the description below. Responsibilities : Identify prospects, establish contact, and convert them into clients. Understand clients' businesses and wealth sources deeply. Anticipate significant financial events in clients' lives and businesses. Serve as a trusted advisor on strategic financial matters. Build long-term relationships across generations within client families. Manage client expectations and ensure financial strategies align with goals and risk tolerance. Uncover unarticulated needs and coordinate product experts to develop solutions. Assist clients in achieving financial and investment goals, developing tailored solutions. Set and monitor goals, plan daily activities for revenue growth and satisfaction. Establish referral networks and generate new sales opportunities. Close deals appropriately, ensuring team development and collaboration. Maintain regulatory compliance, strong controls, and operational effectiveness. Partner across Citi network to leverage capabilities and share expertise. Negotiate on behalf of clients, ensuring seamless service delivery. Manage escalation issues and communicate investment risks effectively. Build credibility and trust, maintain high standards of integrity. Report illegal or improper transactions in compliance with policies. Deepen product knowledge and assess risks, safeguarding Citi’s reputation. Qualifications : 15+ years of experience in Private Banking, especially UHNW markets. Proven experience in client relationship management and leading client teams. Extensive knowledge of Citi Private Bank systems, platforms, and tools. Education : Bachelor's degree required; Master’s preferred. Job Family Group: Private Client Coverage Job Family: Private Banker Location: 201 S. BISCAYNE BLVD SUITE 100 MIAMI Salary Range: $250,000.00 - $500,000.00 Citi offers competitive benefits including health coverage, 401(k), insurance, wellness programs, and paid time off. For more details, visit citibenefits.com. Anticipated Posting Close Date: Aug 06, 2025 Citi is an equal opportunity employer, committed to diversity and inclusion. For accommodations, review Accessibility at Citi or the EEO Policy.

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