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Private Banker Principal - Doral, United States - Citigroup Inc
Description
Citibank, N.A. seeks a Private Banker Principal for its Miami, Florida location.Duties:
Identify ultra-high-net-worth prospects and establish contact with them to convert into clients. Develop a network of well-respected prospect referral pillars (i.e. law firms, tax experts, etc.) as referral sources to identify prospective clients within target market. Create and maintain diverse client list within target market, including across the Latin America (LATAM) region.
Analyze and fully understand the broad array of products and services under the Citi umbrella to match these with the prospective clients needs.
Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. Maintain full understanding of client goals and risk tolerance to ensure financial strategies are appropriate.Develop strategic goals for investment products within the traditional assets (bonds, equity, currencies, commodities, mutual funds) as well as alternatives (derivatives, hedge funds, private equity, real estate, and capital markets).
Plan and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction. Prepare meetings that will be revenue generators involving the most suitable specialist team to be successful. Close financial deals, making concessions that are appropriate and in line with the fundamental interests. Ensure clients are presented with seamless execution of internal processes and Citigroup services.A telecommuting/hybrid work schedule may be permitted within a commutable distance from the worksite, in accordance with Citi policies and protocols.
Requirements:
Requires a High School diploma (or foreign equivalent) and 8 years of experience as a Senior Relationship Manager, or related position involving wealth management and asset management for a global financial services institution.
8 years of experience must include:
International investment banking and international markets, with a particular focus on LATAM high net worth individuals; Conducting financial modeling and market analysis; Executing mergers and acquisitions, equity capital markets, debt capital markets and finance projects; Leveraging financial instruments including derivatives, options, and structured notes; Developing and implementing strategic investment plans for high-net-worth individuals and LATAM clients; Creating and maintaining an active client list and client relationships within target markets; Approving and disbursing credit lines; and Knowledge of local market dynamics and business practices across the LATAM region, including Argentina, Uruguay and Paraguay.
Up to 30% international and domestic travel required. Applicants submit resumes at Please reference Job ID # EO Employer.Wage Range:
$300,000 to $300,000
Job Family Group:
Private Client Coverage
Job Family:
Private Banker
Job Family Group:
Job Family:
Time Type:
Full time
Primary Location:
Miami Florida United States
Primary Location Full Time Salary Range:
In addition to salary, Citis 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 Available offerings may vary by jurisdiction, job level, and date of hire.
Anticipated Posting Close Date:
Jun 28, 2024
Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Accessibility at Citi )
.
View the "EEO is the Law ) " poster. View the EEO is the Law Supplement ) .
View the EEO Policy Statement ) .
View the Pay Transparency Posting )
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
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