Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra-high net worth clients around the world. Our Private Bankers, Financial Advisors and Product Specialists act as trusted advisors to many of the world’s most successful and influential individuals and families.
We provide global insights informed by deep local knowledge and help deliver the complete financial management strategies that today’s wealth requires. Our comprehensive services are tailored to individuals and families, including entrepreneurs and business owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth, law firms and attorneys. From investment strategy, to banking, to lending and cash management we are here to support our clients comprehensively. Our goal is to deliver a premier level of service while helping clients preserve, grow and manage their wealth.
Lending is a key product offering within Citi Wealth. Lending provides competitive borrowing solutions that are strategically integrated into our client’s broader Wealth Management goals. Our team provides lending solutions across all three client segments including Citi Private Bank, Wealth at Work, Citi Private Client and Citigold as part of their wider Citi relationship.
US Credit Card solutions are provided to Wealth clients via Citi Personal Banking. This role will oversee the relationship with US Personal Banking in partnership with our Wealth Operations team. This role reports into a newly created role the Global Head of Business Strategy and Governance, which is a member of the Citi Wealth Lending Leadership team.

KEY SKILLS / QUALIFICATIONS:

• 8+ years of relevant experience in financial services – ideally in a Credit Card related role in a High Net Worth or Ultra High Net Worth organization.
• Solid interpersonal, influencing and written/verbal communication skills.
• Strong ability to analyze data, identify trends, and develop data-driven insights.
• Ability to identify problems, analyze their root causes, and develop effective solutions.
• Franchise player with the ability to effectively leverage the capabilities of the organization to meet client needs.
• Strategic thinker - Understanding of business strategy, market dynamics, and competitive landscapes.
• Ability to work effectively with cross-functional teams and various stakeholders.
• Proficient in tools like Excel, PowerPoint, and potentially other data analysis software.
• Consistently detail-oriented, goal-oriented and able to work in a team

EDUCATION:

• Bachelor’s degree/University degree
• Master’s degree preferred
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MOST RELEVANT SKILLS

Please see the requirements listed above.
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OTHER RELEVANT SKILLS

For complementary skills, please see above and/or contact the recruiter.
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• Review and reimagine the Wealth US Cards offering in partnership with US Personal Banking Credit Card team.
• Demonstrated ability to build internal relationship with broad stakeholders across the franchise in order to drive to common goals and outcomes.
• Ability to utilize available tools and resources to accomplish end goals with the appropriate control environment.
• Strategic, analytical, and systematic thinker who consistently challenges the status quo and constructively challenges the team to drive change and continuous improvement
• Client centric focus with an empathetic and genuine understanding of their needs. Passion for improving client experience in partnership with product providers
• US Credit Card escalation point for Bankers and Financial Advisors
• Prudently manage business risks, escalating issues and insuring we foster an ethical culture