Citi Wealth at Work - Law Firm Group - Banker - SVP/Director

Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Wealth, operates in the affluent and high-net worth segments through Citigold® and Citigold® Private Client and captures wealth management in the workplace through Citi Global Wealth at Work.  

Citi Global Wealth at Work is designed to be a partner to lawyers, accountants, asset managers and management professionals with deep industry specific expertise to help you navigate your financial goals. This position is focused on developing and managing client relationships in the Law Firm Segment of our business.

The Banker is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Recognized subject matter expert within one area. Strong commercial awareness is a necessity. Is an acknowledged authority both within and outside area of expertise. Typically a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a senior level. Significant external communication with senior law firm leaders is required. Provides advanced judgment and conducts in-depth quantitative or qualitative analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions, assumptions or current knowledge of sophisticated areas. Significant impact on a function and/or the business through making decisions that determine technical approaches and strategies for the area.

Responsibilities:

• Responsibilities:

• Actively identify prospects and establish contact with them/convert prospects into clients.

• Demonstrate an in-depth understanding of clients’ businesses and sources of wealth generation.

• Anticipate events in a client’s life and business which have significant financial implications.

• 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 that financial strategies are appropriate.

• Bring together the product experts to develop long-term solutions to strengthen relationships with the firm.

• Help clients achieve broad financial/investment goals related to the creation and management of wealth.

• Plan and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction.

• Ensure clients are presented with seamless execution of internal processes and Citigroup services.

• Apply an in-depth level of knowledge in key investment and financing products.

Qualifications:

• 7+ years of experience preferred

• Extensive and proven experience in Private Banking having covered the High Net Worth and/or legal market clients. Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling

Education:

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

• Licenses: FINRA Licensed Series 7, 63 / 66 preferred

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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.

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