Wealth - Law Firm Group - Banker - Vice President/Senior Vice President
Listed on 2026-10-20
-
Finance & Banking
Wealth Management, Financial Sales, Financial Advisor / Consultant
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.
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.
- 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
- Bachelor's/University degree, Master's degree preferred
- Licenses: FINRA Licensed Series 7, 63 / 66
Private Client Coverage
Job Family:Private Banker
Time Type:Full time
PrimaryLocation:
Atlanta Georgia United States
Primary Location Full Time Salary Range:$ - $
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
- wellness programs
- paid time off packages, including planned time off (vacation)
- unplanned time off (sick leave)
- paid holidays
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 Available offerings may vary by jurisdiction, job level, and date of hire.
Most Relevant SkillsPlease see the requirements listed above.
Anticipated Posting Close Date:Oct 23, 2026
Automated Processing and AIWe use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.
Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.
Illinois residents – AI Notice and Right
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
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 w Citi’s EEO Policy Statement and the Know Your Rights poster.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).