4 days old

UHNW Private Banking Regional Manager (RMM)

Palo Alto, CA 94301
The RMM SAFE Act manages multiple teams through other managers. In-depth understanding of how own sub-function contributes to achieving the objectives of the function. A good understanding of the industry, direct competitors' products and services, is also necessary in order to contribute to the commercial objectives of the business. Requires thorough understanding of strategic direction of the function within the relevant part of the business, combined with a solid conceptual/practical grounding in both the function and/or area of expertise and related subject areas. Excellent communication skills required in order to negotiate internally, often at a senior level. Some external communication/negotiation may be necessary. Responsible for executing functional strategy in area managed. Determines approach to implementing functional strategy. Accountable for end results, budgeting, planning, policy formulation and contribution to future strategy of the area(s). Impact reflects size of team managed, strategic influence on the business and interaction with other functions or businesses. Full management responsibility for multiple teams, including management of people, budget and planning, to include duties such as performance evaluation, compensation, hiring, disciplinary actions and terminations and budget approval. May be doing involved or responsible for diverse (cross-discipline) activities. Typically, a direct report to a C16 role and function as an intergral member of the functional leadership team within a country/site location, job family, or line of business.


+ Serves as member of the North American Private Bank Management team. High-level responsibilities included full P&L oversight, staffing, strategic planning, and day-to-day management of the region.

+ Serve as strategic partner with Citigroup Seniors to determine the best way to execute the Citi Private Bank strategic plan.

+ Develop proactive sales and marketing strategies for different client segments.

+ Accelerated sales revenue performance

+ Participate and initiate client calls with sales force

+ Develop strategy to expand within the Central Region, open new offices when and where appropriate.

+ Continuously track sales performance.

+ Streamline sales processes to meet client needs.

+ Help bankers sell and add value to the sales process.

+ Manage expenses of sales team.

+ Give client issues the highest level of priority.

+ Actively assist bankers in assessing client needs and developing recommendations.

+ Ensure clients are presented with a seamless integration of products and services that best meet their needs.

+ Highly satisfied client base

+ Minimal customer attrition

+ Identify and initiate cross-referral opportunities.

+ Influence and gain support across all levels of the Citi Private Bank and Citigroup.

+ Communicate risks and reduce exposure for the client and the Citi Private Bank.

+ Ensure 100% compliance on all regulatory requirements.

+ Processes (both bank and CIS) utilized are consistent with corporate compliance policies

+ Ensure controls are in place to meet all audit requirements

+ Build marketplace awareness of Citigroup Private Bank and communicate the value that Citigroup can bring to the new clients and the community.

+ Position the Citigroup Private Bank as the provider of choice for top UHNW Families in the Region.

+ Recruit, select and develop staff with well-rounded skills and knowledge to ensure growth and development of "high end" client base.

+ Ensure staff is well trained on Private Banking products and services and that the Team can effectively communicate the "Citi" value.

+ Build social and community involvement by becoming an active participant in local events and becoming a well-known, trusted, and respected professional within the community.

+ Achieve high levels of customer satisfaction for client base as client count increases.

+ Quickly gaining market share in regional market.

+ Effectively manage time / prioritizing multiple tasks

+ Effectively coach all Team to achieve exceptional performance.

+ Consistently recognize staff members for accomplishments and exceeding objectives.

+ Build and maintaining a cohesive team that has the skills and characteristics to evolve into a High Performance Team.

+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.


+ 15+ years of experience

+ Previously managed highly skilled sales force in Financial Services Extensive knowledge of investment management & derivative products Proven ability to manage against segmented (tiered) client base Demonstrated sales / acquisition performance

+ US: Series 7&63 licenses


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


**Job Family Group:**

Private Client Coverage


**Job Family:**

Franchise Management


**Time Type:**

Full time


Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi) invite all qualified interested applicants to apply for career opportunities. 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 at Citi (https://www.citigroup.com/citi/accessibility/application-accessibility.htm)** .

View the "EEO is the Law (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf) " poster. View the EEO is the Law Supplement (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .

View the EEO Policy Statement (http://citi.com/citi/diversity/assets/pdf/eeo\_aa\_policy.pdf) .

View the Pay Transparency Posting (https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp\_%20English\_formattedESQA508c.pdf)


Effective November 1, 2021, Citi requires that all successful applicants for positions located in the United States or Puerto Rico be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment.
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.


Posted: 2022-05-13 Expires: 2022-06-12

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UHNW Private Banking Regional Manager (RMM)

Palo Alto, CA 94301

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