Director Private Banker - Colombian Market

## Director Private Banker - Colombian Market Apply remote type:
Hybrid locations:
Miami Florida United Statestime type:
Full time posted on:
Posted Todaytime left to apply:
End Date:
June 15, 2026 (17 days left to apply) job requisition :
The Private Banker Principal is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. 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, and externally.

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.

** 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.
* Build relationships with client families that cross generations to establish long-term connections to the Citi Private Bank.
* Effectively manage client expectations regarding what can and cannot be executed on their behalf.
* Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate.
* Uncover needs that are not articulated or clearly expressed by the client.
* 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.
* Develop tailored solutions that address clients' investment, risk management, and financing/liquidity needs.
* Set challenging goals, regularly monitoring progress and making adjustments to achieve objectives.
* Plan and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction.
* Establish a referral network and gain introductions to potential clients which generate new sales.
* Close the deal, making concessions that are appropriate and in line with the fundamental interests of the Citi Private Bank.
* Help team members acquire the experience necessary to establish credibility with clients and intermediaries.
* Demonstrate strong commitment to team success and place team goals above personal achievement.
* Encourage team members to work together to deepen client relationships and exceed sales goals.
* Align complementary experiences and skill sets of team members to maximize client effectiveness.
* Build relationships/partner with support groups in Citi Private Bank to maintain control, find solutions and resolve issues.
* Follow standard procedures and advocate appropriate exceptions to standard practices when the bigger picture needs to be considered, and seek or grant approvals as appropriate.
* Ensure compliance on regulatory requirements and minimizes any potential liability for Citi.
* Ensure strong controls and effective operational and administrative services.
* Partner with colleagues across the Citi network to leverage capabilities and share expertise.
* Ensure clients are presented with seamless execution of internal processes and Citigroup services.
* Prioritize issues that need to be escalated, getting the appropriate people involved to expedite resolution.
* Understand and communicate the risk involved with various investment strategies.
* Establish credibility and trust with all Citi Private Bank colleagues, maintaining the highest standards of personal and professional integrity.
* Flag and report illegal or improper transactions, complying with all regulatory policies and control procedures regarding client acceptability.
* Understand the broad array of products and…