Citigroup

Citigroup

Private Banker, Managing Director

Dallas Texas United States, USA · Director · Full-time

Sponsorship not specifiedDetected 2 days ago
Communication

Stay score

odds of building a lasting career here

38Risky
Cap-exempt (no lottery)0
Sponsors this role85
Entry-level history0
PERM / green-card track0
Lottery odds40
Fits your clock70

Thin sponsorship signal and lottery-bound. A low-probability bet with your clock running. Prioritize cap-exempt roles and proven entry-level sponsors first.

Lottery odds assume a STEM candidate.

Personalize to your clock →

Community outcomes

No reports yet — be the first to help the next applicant.

About the role

  • The Banker SAFE Act is an internally and externally recognized subject matter expert that influences the way things are done, not only internally, but beyond the business itself.
  • Requires a broad and comprehensive understanding of the field.
  • Recognized as a resource for innovation or groundbreaking developments.

Responsibilities

  • Build relationships with client families that cross generations to establish long-term connections to the Citi Private Bank.
  • Effectively manage client expectations regarding what can and cannot be executed on their behalf.
  • Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate.
  • Bring together the product experts to develop long-term solutions to strengthen relationships with the firm.
  • Develop tailored solutions that address clients' investment, risk management, and financing/liquidity needs.
  • Build relationships/partner with support groups in Citi Private Bank to maintain control, find solutions and resolve issues.
  • Partner with colleagues across the Citi network to leverage capabilities and share expertise.

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
  • Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities.
  • Excellent communication skills required in order to negotiate internally and externally at a senior levels.
  • Education:
  • Job Family Group:
  • Private Client Coverage
  • Job Family:
  • Private Banker
  • Time Type:
  • Full time
  • Primary Location:
  • Dallas Texas United States
  • Primary Location Full Time Salary Range:

Nice to have

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

Skills

  • For complementary skills, please see above and/or contact the recruiter.

Compensation

  • In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards.

Benefits

  • 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.

Equal opportunity

  • View Citi's EEO Policy Statement and the Know Your Rights poster.
  • If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
Apply directly at Citigroup →Create a free account for alerts like thisView Citigroup immigration profile

This listing is sourced directly from Citigroup's careers page and normalized into a canonical job model.