Job Description

Director, HNW Private Banker - San Francisco Join to apply for the Director, HNW Private Banker - San Francisco role at Citi 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. #J-18808-Ljbffr

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