Citi Private Bank (CPB) currently operates one of the world’s few truly global private banks with staff located in 49 offices across 16 countries and serving clients globally. CPB’s business focuses on Ultra High Net Worth (UHNW) individuals and families ($25MM+ in net worth), including entrepreneurs and business owners, single- and multi-family offices, senior corporate executives and next-generation / inherited wealth. The core products and services we offer them spans capital markets, managed investments, portfolio management, trust and estate planning, credit (investment finance), mortgages and banking – as well as art, aircraft and sports advisory (and associated financing opportunities)
The Indian sub-continent diaspora is one of the most global client segments around the world and is well aligned with Citi’s and CPB’s platform and Global India value proposition. We are looking for a senior UHNW Banker to cover the South Asian diaspora in the Western region of the United States and also partner with colleagues in Europe, Middle East and Asia to deliver the best of Citi and Private Bank to this client segment.
The UHNW Private Banker will focus on targeted business development, showcase CPB’s value proposition, develop and deepen client relationships in order to thoroughly understand the client situation and utilize that knowledge to develop tailored wealth management strategies. The UHNW Private Banker must be able to add value to clients by building and drawing upon a network of internal resources, often global, to achieve desired results. Successful Banker will be able to develop and adapt a disciplined sales process to convert a pipeline of prospects into target market clients. In addition, he or she must be able to deliver quality Private Bank client relationships (solutions and services) in an intensely competitive fragmented market, taking fullest advantage of the Citi franchise while protecting the Bank and client/firm by complying with relevant policies, procedures, and country legal/regulatory requirements
Compliance Oversight and Controls:
Licensing: FINRA Series 7, 63 and 66 or 65 BA level degree; Minimum of five years of financial service experience
Skills and Knowledge:
Location: San Francisco or Palo Alto with Los Angeles or Beverly Hills as an alternate choice
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