UHNW Banker – Managing Director
Citi
full-time
Posted on:
Location Type: Office
Location: Short Hills • New Jersey • New York • United States
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Salary
💰 $250,000 - $500,000 per year
Job Level
About the role
- growing the existing client business
- acquisition strategy for UHNW target names
- driving revenue and be responsible for their entire team’s revenue goals
- leading the activities for the team
- coaching and guiding team members
- developing and implementing marketing and client events
- providing ongoing feedback to team members on their performance
- anticipating events in a client’s life and business
- bringing together the appropriate product experts
- helping clients achieve financial & investment goals
- developing tailored solutions for clients
- monitoring progress against goals
- establishing a referral network
- closing deals while making appropriate concessions
- establishing credibility with clients and intermediaries
- demonstrating strong commitment to team success
Requirements
- 15+ 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
- Bachelor's/University degree, Master's degree preferred
Benefits
- medical, dental & vision coverage
- 401(k)
- life, accident, and disability insurance
- wellness programs
- paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
coachingguidingproviding feedbackanticipating client needsestablishing credibilityrelationship sellingteam leadershipdriving revenuedeveloping tailored solutionsclosing deals
Certifications
Bachelor's degreeMaster's degree