Private Banker - Strategic Wealth & Liquidity Solutions (Tech & Healthcare) - Director

Citi(21 days ago)

United States, San Francisco, CAOnsiteFull TimeSenior$200,000 - $300,000Private Client Coverage

About this role

This role involves driving revenue growth and expanding high-net-worth client assets for a private banking team focused on the Technology and Healthcare sectors. The position requires a strategic thinker with deep expertise in complex financial strategies related to liquidity events and stock management, aiming to serve high-profile clients undergoing significant wealth transformations.

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Required Skills

Private Banking
Wealth Management
Financial Strategies
Liquidity Events
Relationship Management
Capital Tables
Stock Management
Business Development
Financial Advisory
Networking

Qualifications

10+ years experience in private banking or wealth management
FINRA License Series 7, 63/66
Degree in Business, Finance, or related field

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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