Citigroup, Inc

Citi Private Bank | UHNW Banker

Citigroup, Inc • $200K — $350K *
Mississauga, ON L4T 0A1In-Person
Finance & Insurance
11 - 15 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • 15+ years in private banking or wealth management focusing on ultra high net worth clients.
  • Proven track record in consultative, relationship-led business development.
  • In-depth knowledge of private banking products, including investment and lending solutions.
  • Strong communication skills for conveying complex financial strategies to clients.
  • Experience collaborating within client-facing teams to align expertise and achieve client goals.
  • Bachelor's degree or equivalent higher education.

Responsibilities

  • Identify and convert ultra high net worth prospects into long-term clients.
  • Act as the primary advisor for a portfolio of UHNW clients, providing personalized financial guidance.
  • Understand clients' financial landscapes to offer timely, relevant advice.
  • Cultivate multi-generational client relationships to enhance loyalty and expand services.
  • Coordinate with specialist teams to deliver tailored financial solutions.
  • Establish and grow a referral network to drive new business.
  • Maintain high standards of regulatory compliance and risk management.
  • Mentor team members to enhance client service effectiveness.

Benefits

  • Access to Citi's global network and comprehensive private banking capabilities.
  • Hybrid working model with flexibility for remote work.
  • Significant influence over client strategy and business direction.
  • Ongoing professional development resources for growth in wealth management.
  • Performance-driven environment rewarding client impact and relationship success.
  • Competitive financial wellbeing benefits reflecting role seniority.
  • Wellbeing support and work-life balance programs for sustained performance.
Full Job Description
Citi Private Bank is looking for a Senior Private Banker to lead client acquisition and relationship management for ultra high net worth individuals, delivering tailored financial strategies across lending, investment management, and wealth planning. In this role, you will serve as a senior trusted advisor to some of the world's most sophisticated clients, drawing on the full breadth of Citi's global capabilities to address complex financial needs. This is a high-impact position at the intersection of relationship excellence and financial expertise, where your ability to build lasting client partnerships directly shapes business outcomes.

Responsibilities
  • Identify, approach, and convert ultra high net worth prospects into long-term Citi Private Bank clients, building a pipeline through referral networks and strategic outreach.
  • Serve as the primary trusted advisor to a portfolio of UHNW clients, delivering personalised guidance across investment management, risk management, lending, and liquidity solutions.
  • Develop a deep understanding of each client's financial landscape, anticipating significant life and business events to provide timely, relevant advice.
  • Cultivate multi-generational relationships with client families, securing long-term loyalty and expanding wallet share across the Citi Private Bank platform.
  • Coordinate specialist teams and product experts to deliver integrated, bespoke financial solutions that address each client's evolving needs.
  • Drive new business by establishing and nurturing a referral network, converting introductions into active client relationships and revenue growth.
  • Uphold the highest standards of regulatory compliance and risk management, ensuring all client activity aligns with applicable policies and control frameworks.
  • Mentor and support team members, sharing expertise and aligning complementary skills to enhance collective client effectiveness and team performance.


Required Qualifications & Skills
  • 15 or more years of experience in private banking or wealth management, with a clear focus on ultra high net worth client segments.
  • Demonstrated ability to originate and grow client relationships through consultative, relationship-led sales, with a measurable track record of business development success.
  • Deep knowledge of private banking products and services, including investment management, lending, mortgages, and financing solutions.
  • Ability to assess and communicate complex investment risk and financial strategy in a clear, client-appropriate manner.
  • Experience leading or collaborating within client-facing teams, with the ability to align specialist expertise to deliver cohesive client outcomes.
  • Bachelor's degree or equivalent university-level education.


Beneficial Skills & Qualifications
  • Master's degree or postgraduate qualification in finance, business, or a related field.
  • Established network within the UHNW or family office ecosystem, with the ability to leverage existing relationships to generate immediate business opportunities.
  • Familiarity with the broader Citi product suite and the ability to connect clients to relevant capabilities across the global network.


What We Offer

At Citi Private Bank, you will have access to a global platform, a high-performing team, and the resources to do your best work with clients who demand genuine expertise and strategic counsel.
  • Access to Citi's global network and full suite of private banking capabilities, giving you the tools to deliver for the most demanding clients in the market.
  • A hybrid working model with 3 days in the office and 2 days working remotely, supporting both client proximity and personal flexibility.
  • Meaningful senior-level influence, with the autonomy to shape client strategy and contribute to the direction of the business.
  • Ongoing professional development and access to learning resources that support continued growth in wealth management and financial advisory expertise.
  • A performance-driven environment that recognises and rewards client impact, business development, and long-term relationship success.
  • Competitive financial wellbeing benefits reflective of the seniority and scope of the role.
  • Wellbeing support and work-life balance programmes designed to sustain long-term performance at a senior level.


Apply now to bring your private banking expertise to one of the world's leading wealth management platforms and build lasting impact for the clients and teams you serve.

Job Family Group:
Private Client Coverage

Job Family:
Private Banker

Time Type:
Full time

Primary Location Full Time Salary Range:
$200,000.00 - $350,000.00

Most Relevant Skills
Please see the requirements listed above.

Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.

Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

This job opening is for an existing job vacancy.

About Citigroup, Inc

Citigroup is a financial services holding company that provides financial products and services. The company operates through two segments, Global Consumer Banking (GCB) and Institutional Clients Group (ICG). The GCB segment offers traditional banking services to retail customers through retail banking, commercial banking, Citi-branded cards, and Citi retail services. The ICG segment offers various banking, and financial products and services to corporate, institutional, public sector, and high-net-worth clients. This segment provides wholesale banking products and services, including fixed-income and equity sales and trading, foreign exchange, prime brokerage, derivative services, equity and fixed-income research, corporate lending, investment banking, and advisory services, private banking, cash management, trade finance, and securities services. Citi is committed to sustainability and social responsibility, and the company invests in initiatives that promote economic progress.

Citigroup, Inc Careers

Join the vibrant team at Citigroup, Inc, a leading global bank, and propel your career into the future. Citigroup offers a plethora of job opportunities that span across various fields and expertise, making it an ideal place for ambitious professionals to thrive.

Work You’ll Do

At Citigroup, Inc, you will engage in exciting work that matters. Join our team to help innovate and drive transformation in the banking industry. With Citigroup, you can lead initiatives that redefine how banking works and how financial services can empower people globally.

Innovate and Lead

Citigroup, Inc is at the forefront of financial innovation and leadership. By joining our team, you will work alongside top professionals to develop solutions that enhance customer experiences and operational efficiency. Our commitment to innovation is fundamental, and we encourage our team to push boundaries and think outside the box.

Grow Your Career

Citigroup, Inc is not just a company; it's a place where you can grow both professionally and personally. We offer robust career paths and professional development opportunities that help you reach your potential. With diverse career tracks and the support of leadership, your growth at Citigroup is limitless.

Diversity and Inclusion

We believe our strength comes from the diversity of our team. Citigroup, Inc is dedicated to fostering an inclusive workplace where everyone can contribute their best work. Through diversity training and a culture that embraces differences, we create a welcoming environment for all employees.

Benefits and Culture

Citigroup, Inc values the well-being of its employees. We offer competitive benefits packages that support the health, finance, and lifestyle of our team members. Our culture is built on collaboration, respect, and a commitment to excellence. We ensure that every team member feels valued and part of our global family.

Internship and Employment Opportunities

Start your professional journey with Citigroup through our internship programs or full-time job opportunities. We are constantly hiring fresh talent and seasoned experts who bring creativity and innovation to our team. Whether you're refining your skills or ready to lead, there's a position waiting for you at Citigroup.

Networking and Professional Development

At Citigroup, Inc, networking and continuous learning are part of our DNA. We provide platforms for employees to connect with industry leaders and peers, enhancing their skills and opening up new career opportunities. Our leadership programs and professional development initiatives ensure that you are always ahead of the curve.

Join Our Team

Explore the numerous positions available at Citigroup, Inc that match your skills and interests. We are looking for passionate, curious, and solution-driven team players who are ready to make an impact.

Stay Connected

Keep up to date with the latest in career opportunities and industry insights at Citigroup, Inc. Subscribe to our job alert emails and read our careers blog to stay ahead in your professional journey.

Explore Citigroup, Inc Jobs

Discover the exciting and rewarding opportunities that await at Citigroup, Inc. Tailor your resume, prepare for your interview, and take the next step in your career with us.

SEARCH CITIGROUP JOBS

READ CAREERS BLOG

Citigroup, Inc is where your ambition meets opportunity. Join us and transform your career while making a global impact.
Learn more about Citigroup, Inc
Market Cap
$1.3 billion
Industry
Finance & Insurance
Net Income
$89.6 million
Founded
1812
5 Year Trend
+4.6%
NASDAQ
C
* Ladders Estimates

Similar Jobs

Ad banner background

Get Ready For Your
Next Interview

More Jobs at Citigroup, Inc

More Finance & Insurance Jobs

Find similar Citi Private Bank | UHNW Banker jobs:

NationwideMississauga, ON