Citi Private Bank - UHNW Private Banker - Director / MD

Overview

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 build and draw 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 and deliver quality Private Bank client relationships (solutions and services) in a competitive market, while 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

Compliance Oversight and Controls

Skills and Knowledge

Qualifications and Education

Additional Information

Job Family Group : Private Client Coverage

Job Family : Private Banker

Time Type : Full time

Primary Location : Miami Florida United States

Primary Location Full Time Salary Range : $200,000.00 - $500,000.00

In addition to salary, Citi’s offerings may also 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, 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.

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

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

Anticipated Posting Close Date : Jul 15, 2025

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.

If you are a person with a disability and need a reasonable accommodation to use our search tools and / or apply for a career opportunity review Citi’s Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.

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