Citi Wealth at Work - Banker - Director

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Job Overview

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 could access a range of responsive banking, investing, wealth management & planning services and access to a dedicated Private Banker. We also support firms, and we offer a range of specialized capabilities both for your company and your employees. Whether it’s access to a Private Banker as a corporate benefit, or financing, we aim to be your comprehensive financial partner.

The Banker is an internally and externally recognized subject matter expert that influences the way things are done, not only internally, but beyond the business itself. Requires a broad and comprehensive understanding of the field. Is a true thought leader who develops new techniques, methodologies and approaches in own field to directly impact the work of others and the results of the organization. Recognized as a resource for innovation or groundbreaking developments. Excellent communication skills required in order to negotiate internally and externally at a senior levels. Negotiations will have an impact on the business and are likely to involve external parties such as clients, government bodies or other organizations. A sizeable impact on a major function and/or the business through making decisions that determine technical approaches and strategies for the area. Responsible for setting the technical direction of technical areas that are key to the business. Decisions made at this level will determine technical developments and the general technical strategy of the whole technical area.

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 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.

• 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 having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling

• Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities.

• Series 7 & 66 Required

​Education:

• Bachelor's/University degree, Master's degree preferred

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Job Family Group:

Private Client Coverage

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Job Family:

Private Banker

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Time Type:

Full time

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Primary Location:

Palo Alto California United States

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Primary Location Full Time Salary Range:

$200,000.00 - $300,000.00

In addition to salary, Citi’s offerings may also include, for eligible employees, 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, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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Anticipated Posting Close Date:

Sep 29, 2025

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