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Citi Wealth at Work - Banker - Director at Citi

Beverly Hills, California, United States -

Full Time

Start Date

Immediate

Expiry Date

18 Mar, 26

Salary

0.0

Posted On

18 Dec, 25

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Technical Direction, Client Relationship Management, Financial Advisory, Investment Strategies, Risk Assessment, Wealth Management, Prospecting, Sales, Team Leadership, Client Needs Analysis, Financial Planning, Product Knowledge, Strategic Advice, Revenue Growth, UHNW Market Experience, Private Banking

Industry

Financial Services

Description

Responsible for setting the technical direction of technical areas that are key to the business. Actively identify prospects and establish contact with them/convert prospects into clients. Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. Anticipate events in a client's life and business which have significant financial implications. Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate. Bring together the product experts to develop long-term solutions to strengthen relationships with the firm. Help clients achieve broad financial/investment goals related to the creation and management of wealth. Plan and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction. Apply an in-depth level of knowledge in key investment and financing products. 15+ years of experience Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling Series 7 & 66 Required Bachelor's/University degree, Master's degree preferred ------------------------------------------------------ For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Dec 24, 2025 ------------------------------------------------------

Responsibilities

The role involves setting the technical direction for key business areas and converting prospects into clients. It requires a deep understanding of clients' financial needs and the ability to provide strategic advice.