Law Firm Group Private Banker (Series 7 & 66)
Citi’s Law Firm Group is seeking a high-performing Private Banker to develop and deepen relationships with law firm partners, attorneys, and their families. This banker will serve as the primary advisor, delivering the full breadth of Citi’s wealth management capabilities—including banking, lending, investments, financial planning, and insurance solutions—to help clients build, preserve, and transfer wealth.
The ideal candidate combines strong business development skills with sophisticated wealth management expertise and a consultative approach to serving the unique needs of legal professionals.
Key Responsibilities
Build, manage, and grow relationships with law firm partners, attorneys, and centers of influence.
Proactively source new client relationships and drive asset, revenue, and lending growth through a disciplined business development process.
Deliver comprehensive wealth management advice across banking, credit, investments, financial planning, and insurance strategies.
Develop a deep understanding of each client’s professional, personal, and financial goals to provide tailored solutions.
Partner with investment, lending, planning, and insurance specialists to deliver integrated client strategies and a best-in-class client experience.
Identify opportunities arising from key career and life events, including partnership admissions, compensation events, retirement planning, liquidity needs, and generational wealth transfer.
Serve as a trusted advisor, providing ongoing guidance on financial markets, investment strategies, balance sheet management, and risk mitigation.
Build multi-generational relationships with clients and their families to create enduring partnerships.
Collaborate across Citi’s Wealth organization to leverage the firm’s global capabilities and deliver seamless execution.
Maintain the highest standards of risk management, regulatory compliance, and professional integrity.
Qualifications
6+ years of experience in private banking, wealth management, or financial advisory roles serving affluent or ultra-high-net-worth clients.
Demonstrated success acquiring, retaining, and expanding client relationships.
Strong knowledge of investment management, banking, lending, financial planning, and insurance solutions.
Experience serving attorneys, law firm partners, or other professional services clients is preferred.
Proven ability to work collaboratively within a team-based coverage model and deliver complex client solutions.
Exceptional interpersonal, communication, and relationship management skills.
FINRA Series 7 and Series 66 licenses required.
Bachelor’s degree required.
What Success Looks Like
Successful bankers in this role are trusted advisors to the legal community, consistently growing relationships, delivering comprehensive wealth management solutions, and leveraging the full power of Citi to help clients achieve their personal, family, and business financial objectives.
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Private Client Coverage
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Private Banker
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Full time
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New York New York United States
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$157,040.00 - $235,560.00
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; and wellness programs. 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 citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
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Please see the requirements listed above.
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For complementary skills, please see above and/or contact the recruiter.
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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 at Citi
View Citi’s EEO Policy Statement and the Know Your Rights poster.
Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients. We have over 200 years of experience helping our clients meet the world's toughest challenges and embrace its greatest opportunities. We are Citi, the global bank – an institution connecting millions of people across hundreds of countries and cities.
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