Citigroup, Inc

Private Banker - Strategic Wealth & Liquidity Solutions (Tech & Healthcare) - Director

Citigroup, Inc • $200K — $300K *
Los Angeles, CA 90011In-Person
Finance & Insurance
8 - 10 years of experience
Reposted Today
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Job Overview by Ladders

Qualifications

  • 10+ years in private banking or wealth management with a track record in the HNW segment
  • FINRA Licensed Series 7, 63/66
  • Expertise in liquidity events, concentrated stock positions, and capital tables
  • Strong sales and relationship management skills
  • Self-starter with creative problem-solving abilities
  • Entrepreneurial mindset with a results-oriented approach

Responsibilities

  • Proactively identify and pursue new business opportunities to increase revenue and AUM
  • Develop strategies to attract new HNW clients in Tech and Healthcare sectors focused on liquidity events
  • Serve as a thought leader for clients with complex financial needs and wealth strategies
  • Leverage existing network to generate referrals and new business opportunities
  • Act as a trusted advisor, understanding client needs to provide tailored wealth management solutions
  • Collaborate with Integrated Client Engagement team to manage client pipelines and onboarding processes
  • Attend client meetings and participate in presentations to support business development efforts

Benefits

  • Medical, dental & vision coverage
  • 401(k) participation
  • Life, accident, and disability insurance
  • Wellness programs
  • Paid time off for vacation and sick leave
  • Paid holidays
Full Job Description
Job Summary:

We are seeking an experienced and highly motivated Private Banker to join our dynamic Wealth at Work team, specializing in the Technology and Healthcare sectors. The successful candidate will be responsible for driving significant revenue growth, expanding Assets Under Management (AUM), and aggressively acquiring new high-net-worth (HNW) clients. This role is crucial for candidates who possess a deep understanding of wealth creation and liquidity events, including comprehensive knowledge of capital tables, and an established network within the Tech and Healthcare ecosystems. This is not a role for traditional long-term investment advising; rather, it requires a proactive approach to business development, exceptional client relationship management skills, and a sophisticated understanding of complex financial strategies tailored for clients experiencing significant, often rapid, wealth accumulation. The ideal candidate will be a recognized thought leader, possessing deep subject matter expertise in managing concentrated stock positions, private stock, and other sophisticated banking and lending products specifically tailored for clients in these industries.

Responsibilities:
  • Business Development: Proactively identify and pursue opportunities to generate revenue and materially increase Assets Under Management (AUM) through new client acquisition and deepening existing client relationships.
  • Specialized Client Acquisition (Tech & Healthcare Liquidity Events): 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. This includes actively targeting individuals involved in wealth creation and liquidity events such as IPOs, M&A, significant funding rounds, and other transformational financial milestones.
  • Strategic Advisory & Thought Leadership: 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. Provide strategic guidance and innovative solutions to help clients navigate liquidity events, understand the intricacies of capital tables, and manage their wealth effectively.
  • Established Network & Ecosystem Engagement: 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. Actively engage with key influencers and participate in industry events.
  • Client Relationship Management: 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.
  • Working with Integrated Client Engagement team to create and manage pipeline between Wealth at Work and Banking
  • Educate Bankers in CCB and Corp Bank to increase awareness about our offerings and capabilities.
  • Responsible for evaluating client profiles in terms of returns expectation, risk appetite, time horizon, liquidity needs
  • Work with extended banking teams to help complete KYC and other due diligence needed when onboarding complex relationships
  • Attend client meetings with CCB and Corp Bankers and participate in presentations and sales pitches as needed.
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.


Qualifications:
  • 10+ years of experience in private banking, wealth management or a related client-facing financial role with a proven and quantifiable track record of success in new business development in the HNW segment
  • 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. This includes expertise in strategies for diversification, monetization, risk management, and lending solutions against significant equity holdings.
  • 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.


Education:
  • Bachelor's/University degree, Master's degree preferred


Job Family Group:
Private Client Coverage

Job Family:
Private Banker

Time Type:
Full time

Primary Location:
San Francisco California United States

Primary Location Full Time Salary Range:
$200,000.00 - $300,000.00

In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

Most Relevant Skills
Please see the requirements listed above.

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

Anticipated Posting Close Date:
Feb 10, 2026

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.

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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

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