Citi

Citi Private Bank: Banker Team Leader - C16, Director

Citi(13 days ago)

New York, NY, United StatesOnsiteFull TimeSenior$250,000 - $500,000Private Client Coverage
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About this role

The Banker Team Leader SAFE Act oversees relationships with UHNW and HNW professionals within Citi Private Bank, focusing on strategic growth and client satisfaction. The role involves leading a team, developing tailored financial solutions, and ensuring compliance and operational excellence.

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Required Skills

  • Relationship Selling
  • Client Management
  • Financial Planning
  • Team Leadership
  • Wealth Management
  • Investment Strategies
  • Negotiation
  • Financial Analysis
  • Customer Service
  • Regulatory Compliance

Qualifications

  • 15+ years of experience
  • Extensive experience in Private Banking
  • Knowledge of Citi Private Bank policies
  • Bachelor's degree, Master’s preferred
Citi

About Citi

citi.com

Citibank 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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