Citi · 16 hours ago
Citi Wealth at Work - Law Firm Group - Banker – Vice President/ Senior Vice President
Philadelphia Pennsylvania United States
Full-time
Hybrid
Mid, Senior Level
$139K/yr - $254K/yr
6+ years expCiti is a global financial services company that provides a wide range of financial products and services. The role focuses on developing and managing client relationships in the Law Firm Segment, serving as a trusted advisor to clients, and providing strategic financial advice to help them achieve their wealth management goals.
BankingFinanceFinancial Services
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
Qualification
Required
6+ years of experience
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
Preferred
Master's degree
FINRA Licensed Series 7, 63 / 66
Benefits
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), and paid holidays
Company
Citi
Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.
10001+ employees
H1B Sponsorship
Citi has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1386)
2024 (849)
2023 (1375)
2022 (1117)
2021 (876)
2020 (901)
Funding
Current Stage
Late StageLeadership Team
James Monahan
Managing Director / Global Head of Asset Servicing
Naveed Sultan
Managing Director, Chairman, Institutional Clients Group
Recent News
2026-01-20
2026-01-15
Company data provided by crunchbase