Citi Wealth at Work - Banker - Director
About The Position
Citi Wealth at Work - Banker - Director 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.
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
- Series 7 & 66 Required
- Bachelor's/University degree
- Master's degree preferred
Responsibilities
- 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.
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What This Job Offers
Job Type
Full-time
Career Level
Director
Number of Employees
5,001-10,000 employees
