Citi Private Bank - UHNW Banker - Director

Actively identify prospects and establish contact with them, developing long-term client relationships within Citi Private Bank UHNW practice. Serve as a trusted advisor, understanding clients' wealth generation and risk tolerance, and propose tailored investment, risk management, and liquidity solutions. Coordinate with product experts to create comprehensive wealth strategies, manage client expectations, and ensure seamless execution. Build and maintain a referral network, drive revenue growth, and strive to exceed sales goals while upholding regulatory controls. Mentor team members to strengthen client credibility and ensure high-quality service across the client lifecycle. Stay informed on market developments and maintain the highest standards of integrity and professional conduct in client engagements.