Wealth at Work - Professional Services Group - Banker

Citi • Dallas, TX

7d • $169,600 - $254,400

About The Position

The Banker is a strategic professional in Citi Private Bank’s Wealth at Work Professional Services Group. The role contributes to directional strategy, serves as a technical authority, and provides advice and counsel on business technology or operations. It requires commercial awareness, strong communication and diplomacy skills, and the ability to influence colleagues and occasional external customers. The role delivers complex work with significant impact across an area of the business.

The Banker develops and manages relationships with ultra-high-net-worth clients and their families, serving as a trusted advisor on wealth creation and management. The role identifies prospects, develops tailored investment, risk management, financing, and liquidity solutions, and brings together product experts to meet client needs. It also supports team effectiveness, works across Citi’s network, manages client expectations and escalations, and maintains compliance, risk controls, and professional integrity.

Requirements

• 10+ years of experience.
• Extensive, proven private banking experience covering the UHNW market.
• Extensive experience working with and/or leading client teams and transactions.
• Demonstrated track record in relationship selling.
• Extensive knowledge of Citi Private Bank banking and product systems, platforms, tools, and capabilities.
• Fluency in a foreign language, as required.
• Creative and innovative approach.
• Ability to prioritize and work as part of a team.
• Ability to thrive in a business development environment.
• Strong communication and influencing skills.
• Strong IT skills, including Excel and Word.
• Applicable mandatory qualifications and/or licenses for a regulated role.
• Bachelor’s or university degree.

Nice To Haves

• Master’s degree preferred.

Responsibilities

• Identify prospects, establish contact, and convert prospects into clients.
• Understand clients’ businesses and sources of wealth generation, and anticipate life or business events with significant financial implications.
• Serve as a trusted advisor, provide strategic financial advice, and build long-term relationships with client families across generations.
• Manage client expectations and maintain a full understanding of client goals and risk tolerance.
• Identify unarticulated client needs and bring together product experts to develop long-term solutions.
• Help clients achieve financial and investment goals and develop tailored investment, risk management, financing, and liquidity solutions.
• Set challenging goals, monitor progress, adjust activities, and prioritize work to support revenue growth and client satisfaction.
• Develop referral networks and introductions to potential clients, generate sales, and close deals in the interests of Citi Private Bank.
• Help team members develop client and intermediary credibility, promote team success, and align team members’ skills to deepen relationships and exceed sales goals.
• Partner with Citi Private Bank support groups and colleagues across the Citi network to maintain control, resolve issues, and share expertise.
• Follow standard procedures, seek or grant approvals for appropriate exceptions, and ensure regulatory compliance and effective controls and operational services.
• Set an example of appropriate behaviour for staff and maintain personal and professional integrity.
• Advocate for clients and negotiate on their behalf within the Private Bank and Citi, ensuring seamless execution of internal processes and services.
• Prioritize issues for escalation and involve appropriate people to expedite resolution.
• Understand and communicate the risks of investment strategies and apply knowledge of Citi products and services, investment products, and financing products.
• Develop expertise in client segments, identify business opportunities, and stay current on financial industry developments and global market conditions.
• Present complex financial concepts and investment strategies professionally.
• Seek continuous improvement, acknowledge mistakes, and adapt based on client and colleague feedback.
• Assess risk in business decisions, protect the firm’s reputation and assets, comply with applicable laws, rules, regulations, and policies, exercise sound ethical judgment, and transparently escalate, manage, and report control issues.
• Flag and report illegal or improper transactions and comply with client acceptability policies and control procedures.

Benefits

• Medical, dental, and vision coverage.
• 401(k).
• Life, accident, and disability insurance.
• Wellness programs.
• Paid time off, including vacation, sick leave, and paid holidays.
• Eligible employees may receive discretionary and formulaic incentive and retention awards.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior