Banker SAFE Act
Citi(15 days ago)
About this role
The role is a strategic professional position within Citi Private Bank, focused on providing expert financial advice to ultra-high-net-worth clients. It involves building long-term client relationships, developing tailored financial strategies, and leveraging comprehensive banking and investment products. The position requires significant experience, deep industry knowledge, and a high level of professional expertise.
Required Skills
- Relationship Management
- Financial Planning
- Private Banking
- Investment Strategies
- Client Advisory
- Product Knowledge
- Relationship Selling
- Financial Analysis
- Asset Management
- Networking
Qualifications
- 15+ Years Experience
- Series 7 & 66 (or 63 & 65) & 31 Licenses
- UHNWh extensive Private Banking Experience
- Relationship Selling Experience
- Knowledge of Citi Banking and Product Systems
- Bachelor's Degree, Master’s Preferred
About Citi
citi.comCitibank offers multiple banking services that help you find the right credit cards, open a bank account for checking, & savings, or apply for mortgage & personal loans.
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