Full-Time

UHNW Private Banker SAFE Act

Confirmed live in the last 24 hours

Citigroup

Citigroup

10,001+ employees

Global financial services and banking solutions

Compensation Overview

$150k - $300k/yr

+ Incentive Awards + Retention Awards

Senior

Houston, TX, USA

Category
Commercial Banking
Investment Banking
Private Equity
Risk Management
Finance & Banking
Required Skills
Sales
Risk Management
Marketing
Requirements
  • 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.
  • Licensing: Series 7 & 66 (or 63 & 65).
  • BA plus relevant financial services experience required.
Responsibilities
  • 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.
  • 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.
  • 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.

Citigroup provides a variety of financial services to individuals, businesses, and governments around the world. Its offerings include consumer banking, credit, corporate and investment banking, securities brokerage, and wealth management. The company operates in over 160 countries, allowing it to facilitate cross-border transactions and serve a diverse clientele. Citigroup's products work by leveraging its extensive global network and technology to provide efficient banking solutions, generating revenue through interest on loans, service fees, trading, and investment management. Unlike many competitors, Citigroup places a strong emphasis on sustainability and social responsibility, investing in environmental, social, and governance initiatives. The company's goal is to create a positive financial and social impact while achieving growth and profitability.

Company Size

10,001+

Company Stage

IPO

Headquarters

New York City, New York

Founded

1812

Simplify Jobs

Simplify's Take

What believers are saying

  • Citi's investment in Starburst shows a commitment to leveraging AI for financial services.
  • Supporting Supra's expansion in Colombia aligns with digital transformation in emerging markets.
  • Citi's role in Danaos' debt syndicate supports global trade and logistics projects.

What critics are saying

  • Competition from fintechs like Supra could challenge Citi's market share in Colombia.
  • Investments in volatile tech and clean energy sectors may expose Citi to financial risks.
  • Involvement in large debt syndicates increases Citi's exposure to credit risk.

What makes Citigroup unique

  • Citi's global presence in over 160 countries sets it apart from competitors.
  • Strategic investments in fintech and clean energy highlight Citi's commitment to innovation.
  • Citi's focus on ESG initiatives enhances its reputation in sustainable finance.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401(k) Retirement Plan

401(k) Company Match

Wellness Program

Paid Vacation

Paid Sick Leave

Paid Holidays

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

-5%

2 year growth

-5%
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