Onsite UHNW Banker – Managing Director

Posted 4 hours ago

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About the role

  • Managing Director at Citi Private Bank responsible for UHNW client strategies and team revenue goals. Executing marketing plans and leading client relationship management strategies for high net worth individuals.

Responsibilities

  • growing the existing client business
  • acquisition strategy for UHNW target names
  • driving revenue and be responsible for their entire team’s revenue goals
  • leading the activities for the team
  • coaching and guiding team members
  • developing and implementing marketing and client events
  • providing ongoing feedback to team members on their performance
  • anticipating events in a client’s life and business
  • bringing together the appropriate product experts
  • helping clients achieve financial & investment goals
  • developing tailored solutions for clients
  • monitoring progress against goals
  • establishing a referral network
  • closing deals while making appropriate concessions
  • establishing credibility with clients and intermediaries
  • demonstrating strong commitment to team success

Requirements

  • 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

Benefits

  • medical, dental & vision coverage
  • 401(k)
  • life, accident, and disability insurance
  • wellness programs
  • paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Job title

UHNW Banker – Managing Director

Job type

Experience level

Lead

Salary

$250,000 - $500,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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