Citi Wealth at Work - Banker - Director

Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold® and Citigold® Private Client, and captures wealth management in the workplace through Citi Global Wealth at Work. Citi Global Wealth at Work is designed to be a partner to lawyers, accountants, asset managers and management professionals with deep industry‑specific expertise to help you navigate your financial goals. You can access a range of responsive banking, investing, wealth management and planning services and a dedicated Private Banker. We also support firms with a range of specialized capabilities for your company and employees, including private‑banker access as a corporate benefit and financing solutions. Responsibilities 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 that have significant financial implications. Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. Maintain a full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate. Bring together product experts to develop long‑term solutions that 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. Ensure clients are presented with seamless execution of internal processes and Citigroup services. Apply an in‑depth level of knowledge in key investment and financing products. Qualifications 15+ years of experience. Extensive and proven experience in Private Banking, covering the UHNW market and working with or leading client teams and transactions, with a demonstrated track record in relationship selling. Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools, and capabilities. Series7 & 66 required. Education Bachelor’s/University degree. Master’s degree preferred. Location Primary Location: Beverly Hills, California, United States. Employment Type Full time. Compensation & Benefits Primary location full‑time salary range: $200,000.00 – $300,000.00. In addition to salary, Citi’s offerings may also include 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, visit citibenefits.com. Equal Opportunity Employer 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. If 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. View Citi’s EEO Policy Statement and the Know Your Rights poster. #J-18808-Ljbffr Citi