Vista previa generada por IA
Lead Private Banker role in Miami overseeing UHNW clients at Citi Private Bank.
Responsibility includes client acquisition, wealth management, compliance, and team leadership.
Discover your future at Citi
Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.
Job Overview
The Private Banker Principal is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Strong commercial awareness is a necessity. Is an acknowledged authority both within and outside area of expertise. Typically a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a senior level, and externally. Provides advanced judgment and conducts in-depth quantitative or qualitative analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions, assumptions or current knowledge of sophisticated areas.
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.
- Build relationships with client families that cross generations to establish long-term connections to the Citi Private Bank.
- Effectively manage client expectations regarding what can and cannot be executed on their behalf.
- Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate.
- Uncover needs that are not articulated or clearly expressed by the client.
- 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.
- Develop tailored solutions that address clients' investment, risk management, and financing/liquidity needs.
- Set challenging goals, regularly monitoring progress and making adjustments to achieve objectives.
- Plan and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction.
- Establish a referral network and gain introductions to potential clients which generate new sales.
- Close the deal, making concessions that are appropriate and in line with the fundamental interests of the Citi Private Bank.
- Help team members acquire the experience necessary to establish credibility with clients and intermediaries.
- Demonstrate strong commitment to team success and place team goals above personal achievement.
- Encourage team members to work together to deepen client relationships and exceed sales goals.
- Align complementary experiences and skill sets of team members to maximize client effectiveness.
- Build relationships/partner with support groups in Citi Private Bank to maintain control, find solutions and resolve issues.
- Follow standard procedures and advocate appropriate exceptions to standard practices when the bigger picture needs to be considered, and seek or grant approvals as appropriate.
- Ensure compliance on regulatory requirements and minimizes any potential liability for Citi.
- Ensure strong controls and effective operational and administrative services.
- Partner with colleagues across the Citi network to leverage capabilities and share expertise.
- Ensure clients are presented with seamless execution of internal processes and Citigroup services.
- Prioritize issues that need to be escalated, getting the appropriate people involved to expedite resolution.
- Understand and communicate the risk involved with various investment strategies.
- Establish credibility and trust with all Citi Private Bank colleagues, maintaining the highest standards of personal and professional integrity.
- Flag and report illegal or improper transactions, complying with all regulatory policies and control procedures regarding client acceptability.
- Understand the broad array of products and services under the Citi umbrella.
- Apply an in-depth level of knowledge in key investment and financing products.
- Develop expertise to identify business opportunities and address the unique needs of specific client segments.
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications
10+ 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
Proficiency in Spanish preferred
Required Licensing/Registration: SIE, Series 7, Series 66 (or 63 and 65)
Education: Bachelor's/University degree, Master's degree preferred
Education
Education: Bachelor's/University degree, Master's degree preferred
Job Family Group
Job Family Group:
Private Client Coverage
Job Family
Job Family: Private Banker
Time Type
Time Type:
Full time
Primary Location
Primary Location: Miami Florida United States
Primary Location Full Time Salary Range
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.
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.
Most Relevant Skills
Please see the requirements listed above.
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
Anticipated Posting Close Date
Anticipated Posting Close Date: Oct 24, 2025
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.