This job is closed
Applications are no longer available for this announcement. Explore current related opportunities below.
Job description
The Banker SAFE Act is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Recognized subject matter expert within one area. Strong commercial awareness is a necessity. Is an acknowledged authority both within and outside area of expertise. Typically a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment and conducts in-depth quantitative or qualitative analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions, assumptions or current knowledge of sophisticated areas. Significant impact on a function and/or the business through making decisions that determine technical approaches and strategies for the area.
nResponsibilities:
nnnActively identify prospects and establish contact with them/convert prospects into clients.
n
nnDemonstrate an in-depth understanding of clients’ businesses and sources of wealth generation.
n
nnAnticipate events in a client’s life and business which have significant financial implications.
n
nnServe as a trusted advisor to clients who frequently seek strategic advice regarding financial matters.
n
nnBuild relationships with client families that cross generations to establish long-term connections to the Citi Private Bank.
n
nnEffectively manage client expectations regarding what can and cannot be executed on their behalf.
n
nnMaintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate.
n
nnUncover needs that are not articulated or clearly expressed by the client.
n
nnBring together the product experts to develop long-term solutions to strengthen relationships with the firm.
n
nnHelp clients achieve broad financial/investment goals related to the creation and management of wealth.
n
nnDevelop tailored solutions that address clients' investment, risk management, and financing/liquidity needs.
n
nnSet challenging goals, regularly monitoring progress and making adjustments to achieve objectives.
n
nnPlan and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction.
n
nnEstablish a referral network and gain introductions to potential clients which generate new sales.
n
nnClose the deal, making concessions that are appropriate and in line with the fundamental interests of the Citi Private Bank.
n
nnHelp team members acquire the experience necessary to establish credibility with clients and intermediaries.
n
nnDemonstrate strong commitment to team success and place team goals above personal achievement.
n
nnEncourage team members to work together to deepen client relationships and exceed sales goals.
n
nnAlign complementary experiences and skill sets of team members to maximize client effectiveness.
n
nnBuild relationships/partner with support groups in Citi Private Bank to maintain control, find solutions and resolve issues.
n
nnFollow standard procedures and advocate appropriate exceptions to standard practices when the bigger picture needs to be considered, and seeks or grants approvals as appropriate.
n
nnEnsure compliance on regulatory requirements and minimizes any potential liability for Citi.
n
nnEnsure strong controls and effective operational and administrative services.
n
nnSet an example of behaviour to all staff.
n
nnPartner with colleagues across the Citi network to leverage capabilities and share expertise.
n
nnAdvocate for the client, negotiating on their behalf with members of the Private Bank and Citi.
n
nnEnsure clients are presented with seamless execution of internal processes and Citigroup services.
n
nnPrioritize issues that need to be escalated, getting the appropriate people involved to expedite resolution.
n
nnUnderstand and communicate the risk involved with various investment strategies.
n
nnEstablish credibility and trust with all Citi Private Bank colleagues, maintaining the highest standards of personal and professional integrity.
n
nnPersevere in delivering what is promised, even when obstacles arise.
n
nnFlag and report illegal or improper transactions, complying with all regulatory policies and control procedures regarding client acceptability.
n
nnUnderstand the broad array of products and services under the Citi umbrella.
n
nnApply an in-depth level of knowledge in key investment and financing products.
n
nnDevelop expertise to identify business opportunities and address the unique needs of specific client segments.
n
nnKeep abreast of financial industry developments and current global market conditions.
n
nnPresent and communicate complex financial concepts and investment strategies with the highest degree of professionalism.
n
nnSeek continuous improvement, admit mistakes and adapt behaviour, based on feedback from clients and colleagues
n
nnAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
n
n nQualifications:
nnn15+ years of experience
n
nnExtensive 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
n
nnDemonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities.
n
n nEducation:
nnBachelor's/University degree, Master's degree preferred
n Job Family Group:
nPrivate Client Coverage
Job Family:
nPrivate Banker
Time Type:
nFull time
Primary Location:
nSan Francisco California United States
Primary Location Full Time Salary Range:
n$200,000.00 - $300,000.00
nIn addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Most Relevant Skills
nPlease see the requirements listed above.
Other Relevant Skills
nFor complementary skills, please see above and/or contact the recruiter.
Anticipated Posting Close Date:
Automated Processing and AI
nWe use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.
nImportantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.
nIllinois residents – AI Notice and Right (
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
nIf you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi ( .
nView Citi’s EEO Policy Statement ( and the Know Your Rights ( poster.
nCiti is an equal opportunity and affirmative action employer.
nMinority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Worksite address
san francisco, CA, 94199, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.