Job Description

Director, HNW Private Banker - San Francisco

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Overview

The Senior Banker SAFE Act is a strategic professional who stays updated with the latest trends in their field and adapts them for application within their role and the business. Recognized as a subject matter expert within their area, they possess strong commercial awareness and are acknowledged authorities both within and outside their area of expertise. They typically provide expertise comparable to a small group within the business. Excellent communication skills are essential for negotiating internally, often at a senior level, and some external communication is also required. They conduct in-depth quantitative or qualitative analysis to solve problems and develop innovative solutions, thinking beyond existing solutions or current knowledge in sophisticated areas.

Responsibilities

• Identify prospects, establish contact, and convert prospects into clients.
• Understand clients’ businesses and sources of wealth generation.
• Anticipate significant financial events in clients’ lives and businesses.
• Serve as a trusted advisor, providing strategic financial advice.
• Build long-term relationships with client families across generations.
• Manage client expectations regarding feasible actions.
• Ensure financial strategies align with client goals and risk tolerance.
• Uncover unarticulated client needs.
• Collaborate with product experts to develop long-term solutions.
• Assist clients in achieving financial and investment goals.
• Create tailored solutions for investment, risk management, and liquidity needs.
• Set and monitor challenging goals, adjusting strategies as needed.
• Prioritize activities to maximize revenue and satisfaction.
• Develop a referral network and generate new sales opportunities.
• Close deals with appropriate concessions.
• Mentor team members to build credibility with clients and intermediaries.
• Foster team success, encouraging collaboration to deepen client relationships.
• Leverage team members' skills for maximum client effectiveness.
• Build relationships with internal partners and support groups.
• Follow procedures, advocate for exceptions when appropriate, and ensure compliance.
• Maintain strong controls and operational effectiveness.
• Model professional behavior and integrity.
• Partner across Citi to leverage capabilities and share expertise.
• Negotiate on behalf of clients, ensuring seamless service delivery.
• Prioritize and escalate issues appropriately.
• Understand and communicate investment risks.
• Establish credibility and trust with colleagues, upholding high standards.
• Persevere in delivering commitments despite obstacles.
• Report illegal or improper transactions, ensuring regulatory compliance.
• Assess risks carefully, safeguarding Citi’s reputation and assets.

Qualifications

• 15+ years of experience in private banking or related fields.
• Proven experience with UHNW clients, leading client teams, and relationship selling.
• Extensive knowledge of Citi Private Bank systems, platforms, and tools.

Education

• Bachelor’s degree required; Master’s preferred.

Additional Details

Location: San Francisco, CA. Salary range: $170,000 - $300,000. Benefits include health coverage, 401(k), insurance, wellness programs, paid time off, and more. Anticipated closing date: May 20, 2025. Citi is an equal opportunity employer, committed to diversity and inclusion.

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