Citi Group UHNW Private Banker SAFE Act 

United States, Texas, Dallas 

466712841

Successful Bankers are able to develop and adapt a disciplined sales process to convert a pipeline of prospects into target market clients. In addition, they are 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.

New Client and Business Development

• Grow client net revenue annually in core product areas: investment management, capital markets, and banking & lending
• Create sales and marketing strategies designed to generate revenue growth and to acquire new target clients within different sectors
• Prospecting – generate leads and develop prospects, network to identify referrals to new clients/prospects
• Profile, qualify, and convert prospects into CPB clients.
• Identify and execute on new business opportunities with existing clients
• Orchestrate appropriate specialist resources to develop tailored, long-term solutions for clients/prospects
• Present and communicate to clients/prospects complex financial concepts and investment strategies in a way that is easily understood

Relationship Management

• Serve as the client’s advocate and trusted advisor (primary contact) for strategic advice on financial matters
• Create, organize, and implement a wealth management strategy designed to deepen relationships with existing clients
• Manage client expectations regarding what can and cannot be executed on their behalf

• Ensure financial strategies are kept current and appropriately aligned with client objectives
• Understand and communicate the risk involved with financial and investment strategies
• Ensure all client inquiries and problems are handled effectively and resolved
• Help team members to acquire experience and establish credibility with clients

Compliance Oversight and Controls

• Comply with all regulatory policies and control procedures regarding client transactions and suitability
• Oversee and ensure compliance with the following processes: Investment Objective Setting (IOS), Client Risk Profile (CRF), Periodic Client Reviews
• Oversee and ensure clients are on-boarded appropriately including all required documentation is complete and accurate

Skills and Knowledge

• Client facing experience, preferably in the financial services industry. Strong knowledge of investments, banking and credit products
• Strong knowledge of financial industry and current market conditions
• Strong verbal and written communication skills. Excellent interpersonal skills, problem solving, team work and analytical skills
• Ability to establish relationships and partner effectively with various groups including sales, service, operations, compliance, and marketing
• Ability to understand, utilize and learn computer and web based applications

Qualifications and Education

• Licensing: Series 7 & 66 (or 63 & 65)
• BA plus relevant financial services experience required.

Anticipated Posting Close Date:

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