Citi

Private Banker – Strategic Wealth & Liquidity Solutions, Tech, Healthcare – Director

Citi

full-time

Posted on:

Location Type: Hybrid

Location: San Francisco • California • New York • United States

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Salary

💰 $200,000 - $300,000 per year

Job Level

Lead

About the role

  • proactively identify and pursue opportunities to generate revenue and materially increase Assets Under Management (AUM) through new client acquisition and deepening existing client relationships.
  • develop and execute sophisticated strategies to attract and onboard new high-net-worth and ultra-high-net-worth clients, with an exclusive emphasis on founders, executives, and key employees in the Technology and Healthcare sectors.
  • serve as a thought leader and subject matter expert for clients with complex financial needs, particularly those involving concentrated stock positions, private stock holdings, and sophisticated banking and lending solutions pertinent to the Tech and Healthcare sectors.
  • leverage an existing, robust network within the Technology and Healthcare venture capital, private equity, startup, and corporate executive communities to generate qualified referrals and proprietary new business opportunities.
  • serve as a trusted advisor to clients, understanding their complex financial needs, goals, and risk tolerance to provide tailored wealth management solutions that go beyond traditional retirement planning.

Requirements

  • 10+ years of experience in private banking, wealth management or a related client-facing financial role
  • FINRA Licensed Series 7, 63/ 66
  • profound and proven expertise as a thought leader in managing and advising on complex financial scenarios arising from liquidity events, including concentrated stock positions, private stock, and a comprehensive understanding of capital tables.
  • sales and relationship management skills including a track record of building successful relationships with external clients and internal partners.
  • self-starter with creative problem-solving skills.
  • highly proactive, self-starter with an entrepreneurial mindset, exceptional work ethic, and a results-oriented approach focused on maximizing client outcomes.
Benefits
  • medical, dental & vision coverage
  • 401(k)
  • life, accident, and disability insurance
  • wellness programs
  • paid time off packages
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
wealth managementprivate bankingfinancial advisingclient acquisitionrelationship managementliquidity eventscapital tablesbanking solutionslending solutionsAUM growth
Soft Skills
thought leadershipproblem-solvingentrepreneurial mindsetwork ethicresults-orientedclient relationship buildingself-starterproactive approachcommunication skillstrust advisor
Certifications
FINRA Series 7FINRA Series 63FINRA Series 66