Citigroup

Private Banker

Citigroup

Los Angeles, CA, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

At Citigroup, we are looking for a highly motivated and experienced Private Banker to join our team. In this role, you will be responsible for providing comprehensive, customized financial advice to high-net-worth clients. We are looking for someone who has excellent client service skills, strong analytical abilities, and extensive knowledge of the financial industry. If you are passionate about helping clients reach their financial goals and enjoy working in a fast-paced environment, then this could be the right position for you.The ideal candidate will have a Bachelor’s degree in Finance, Economics, Accounting, or a related field, as well as at least five years of professional experience in private banking or a similar field. Additionally, you should have excellent interpersonal and communication skills, and be able to quickly build trust and rapport with clients. Knowledge of wealth management products, services, and strategies is also essential.If you have the qualifications we are looking for and are ready to take on this exciting opportunity, we look forward to hearing from you.

Responsibilities: -Provide comprehensive, customized financial advice to high-net-worth clients -Build trust and rapport with clients -Develop and maintain long-term relationships with clients -Provide advice on wealth management products, services, and strategies -Analyze clients' financial data to identify areas of opportunity and risk -Develop financial plans to meet clients' short-term and long-term goals -Monitor and update clients' portfolios as needed -Keep up to date on market trends and regulatory changes -Maintain accurate records of client information and transactions -Provide excellent customer service and build a positive, professional relationship with clients

Where is this job?
This job is located at Los Angeles, CA, USA
Job Qualifications
  • Excellent Communication And Interpersonal Skills

  • Finance

  • Bachelor's Degree In Business

  • Economics

  • Or A Related Field

  • Knowledge Of Banking Regulations And Compliance

  • Strong Sales And Relationship Management Skills

  • Ability To Manage Multiple Client Relationships

  • High Level Of Professionalism And Integrity

  • Proven Track Record Of Meeting Sales Goals

  • Financial Analysis And Investment Advisory Experience

Required Skills
  • Risk Management

  • Financial Planning

  • Analytical skills

  • Product knowledge

  • Negotiation

  • Credit Analysis

  • Portfolio Management

  • Regulatory compliance

  • Client Relationships

  • Banking operations

  • Investment Strategies

  • Cross-Selling

  • Market Knowledge

  • Financial Literacy

  • Client Acquisition

Soft Skills
  • Communication

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • Organization

  • Critical thinking

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Private Banker in Los Angeles, CA, USA is between $72,000 and $164,000 per year. This range will vary depending on the level of experience, qualifications, and the type of employer.

Additional Information
Citigroup is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedAugust 11th, 2023
Apply BeforeAugust 19th, 2025
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About Citigroup

Citigroup Inc. or Citi is an American multinational investment bank and financial services corporation headquartered in New York City. The company was formed by the merger of banking giant Citicorp and financial conglomerate Travelers Group in 1998; Travelers was subsequently spun off from the company in 2002.

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