Finance & Banking • San Francisco, California, United States
Senior Private Banker & UHNW Wealth Advisor
San Francisco, California, United StatesOn-sitePosted 9 hours ago
Finance & Banking
About the Role
Citi Private Bank in San Francisco is seeking a Sr. Principal Private Banker with extensive UHNW client experience. The role focuses on identifying prospects, advising on wealth strategies, and building lasting cross‑generational client relationships.
You will coordinate with product experts to deliver sophisticated solutions while maintaining robust risk and compliance standards. Ideal candidates have 15+ years in private banking, a strong track record in relationship selling, and proven
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What You'll Do
Citi Private Bank in San Francisco is seeking a Sr.
Principal Private Banker with extensive UHNW client experience.
The role focuses on identifying prospects, advising on wealth strategies, and building lasting cross‑generational client relationships.
You will coordinate with product experts to deliver sophisticated solutions while maintaining robust risk and compliance standards.
