Private Banker, Managing Director at Citi

Dallas, Texas, United States -

Full Time

Start Date

Immediate

Expiry Date

06 Mar, 26

Salary

0.0

Posted On

06 Dec, 25

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Private Banking, Client Relationship Management, Financial Advisory, Wealth Management, Risk Management, Investment Strategies, Sales, Team Leadership, Client Needs Assessment, Strategic Planning, Networking, Problem Solving, Regulatory Compliance, Operational Management, Goal Setting, Communication

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. Effectively manage client expectations regarding what can and cannot be executed on their behalf. Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate. Uncover needs that are not articulated or clearly expressed by the client. 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. Develop tailored solutions that address clients' investment, risk management, and financing/liquidity needs. Set challenging goals, regularly monitoring progress and making adjustments to achieve objectives. Plan and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction. Establish a referral network and gain introductions to potential clients which generate new sales. Help team members acquire the experience necessary to establish credibility with clients and intermediaries. Demonstrate strong commitment to team success and place team goals above personal achievement. Encourage team members to work together to deepen client relationships and exceed sales goals. Align complementary experiences and skill sets of team members to maximize client effectiveness. Follow standard procedures and advocate appropriate exceptions to standard practices when the bigger picture needs to be considered, and seeks or grants approvals as appropriate. Ensure strong controls and effective operational and administrative services. Set an example of behaviour to all staff. Prioritize issues that need to be escalated, getting the appropriate people involved to expedite resolution. Understand and communicate the risk involved with various investment strategies. Persevere in delivering what is promised, even when obstacles arise. Flag and report illegal or improper transactions, complying with all regulatory policies and control procedures regarding client acceptability. 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 Bachelor's/University degree, Master's degree preferred ------------------------------------------------------ For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: dic 11, 2025 ------------------------------------------------------

Responsibilities

The Private Banker is responsible for setting the technical direction and managing client relationships, identifying prospects, and converting them into clients. They serve as trusted advisors, developing tailored financial strategies and solutions to meet clients' investment and risk management needs.