Overview

Company
Citi
Location
Costa Mesa, California, United States
Employment type
On-site
Citi

Finance & Banking • Costa Mesa, California, United States

Private Banking MD — UHNW Wealth & Strategy Leader

Costa Mesa, California, United StatesOn-sitePosted 9 hours ago
Finance & Banking

About the Role

Citi Private Bank in Costa Mesa, CA seeks a senior Private Banker Group Manager with 15+ years in private banking to lead a high-performance team. You will act as a trusted advisor to UHNW clients, align family wealth goals with tailored investment strategies, and drive multi-generational relationships with Citi Private Bank.

The role emphasizes strategic leadership, risk management, and cross-functional collaboration to deliver bespoke wealth solutions and sustainable growth for clients and the

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What You'll Do

Citi Private Bank in Costa Mesa, CA seeks a senior Private Banker Group Manager with 15+ years in private banking to lead a high-performance team.
You will act as a trusted advisor to UHNW clients, align family wealth goals with tailored investment strategies, and drive multi-generational relationships with Citi Private Bank.
The role emphasizes strategic leadership, risk management, and cross-functional collaboration to deliver bespoke wealth solutions and sustainable growth for clients and the #J-18808-Ljbffr

Skills & Technologies

Finance & Banking