Citi Private Bank - HNW Private Banker
Citi(2 months ago)
California, Palo Alto, CA, United StatesOnsiteFull TimeSenior$200,000 - $300,000Private Client Coverage
Apply NowAbout this role
The Banker SAFE Act is a strategic, senior private banking professional and recognized subject matter expert who adapts industry trends for application within the business. The role represents an acknowledged authority within Citi Private Bank, providing commercial insight and influencing approaches and strategies. It focuses on high-level client advisory and driving long-term client relationships within the Private Client Coverage group.
Required Skills
- Relationship Management
- Prospecting
- Wealth Advisory
- Strategic Advice
- Risk Management
- Financial Planning
- Investment Strategies
- Team Leadership
- Compliance
- Negotiation
+4 more
Qualifications
- Bachelor's Degree
- Master's Degree 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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