Citi is looking for a Vice President, Wealth Portfolio Growth Manager to lead portfolio strategy and client engagement across the full spectrum of wealth clients — from affluent individuals to ultra-high net worth clients and family offices. Sitting within Citi's Wealth business, which spans Citigold, Citi Private Bank, and Wealth at Work, this role has direct influence over assets under management growth, client revenue, and the overall health and productivity of the retail banking portfolio. You will guide a team, shape strategy, and deliver measurable outcomes that matter to clients and to the business.
Responsibilities
- Lead the development and execution of portfolio management strategy across all retail banking client segments, with a focus on growing assets under management, client revenue, and wealth engagement.
- Direct a team of junior staff in delivering client relationship growth programs and early engagement initiatives that strengthen retention and deepen client commitment.
- Oversee cross-selling programs for investment and insurance products, ensuring initiatives are well-targeted, effectively executed, and deliver measurable commercial outcomes.
- Manage portfolio movement by identifying upselling opportunities to bring new funds into the bank while maintaining a healthy and well-qualified client base.
- Design and deliver loyalty programs and client engagement events that build lasting relationships and reinforce value for high-net-worth and private banking clients.
- Develop and refine the engagement and contact strategy for international private banking clients, identifying opportunities to deepen outreach and strengthen relationships.
- Contribute to the strategy for growing the high-net-worth client base and facilitating client migration between retail and private banking.
- Manage the allocated marketing budget with accountability for P&L performance, ensuring spend is optimized to deliver measurable business returns.
Required qualifications & skills
- 6 to 10 years of experience in banking with a focus on digital or electronic banking channels and a solid grounding in corporate banking and cash management practices.
- Demonstrated ability to formulate and execute portfolio management strategy across multiple client segments in a retail or private banking environment.
- Track record of leading teams to deliver client growth and engagement initiatives on time and to a high standard.
- Ability to manage budgets with a clear focus on commercial outcomes and positive P&L contribution.
- Competence in business analysis and data interpretation, with the ability to use insight to inform client strategy and portfolio decisions.
- Self-directed work style with the ability to prioritize effectively, take initiative, and maintain high-quality output in a fast-paced environment.
- Bachelor's degree or equivalent from an accredited university.
Beneficial skills & qualifications
- Bachelor’s degree in a relevant discipline such as finance, business, or economics.
- Experience working with high-net-worth or ultra-high-net-worth client segments in a wealth management or private banking context.
- Familiarity with client migration strategies between retail and private banking, including segment qualification and portfolio segmentation approaches.
What we offer
At Citi, you will have the opportunity to shape wealth strategy at genuine scale, working across a globally connected platform that serves some of the world's most sophisticated clients. This is a senior leadership role where your decisions influence portfolio outcomes, team performance, and long-term client value — supported by a collaborative, performance-driven environment that invests in your professional growth.
- Strategic ownership of a high-impact portfolio growth agenda, with the visibility and authority to shape outcomes at a senior level.
- Access to learning and development opportunities that support your continued growth as a leader in wealth management.
- The chance to work across Citi's Wealth business — spanning Citigold, Citi Private Bank, and Wealth at Work — with exposure to a wide range of client segments and product capabilities.
- Wellbeing and financial benefits designed to support you in and outside of work, alongside a competitive remuneration package aligned to your level of seniority and contribution.
- A global platform and the backing of one of the world's leading financial institutions, giving your work reach, resource, and relevance.
Apply now to take ownership of a portfolio growth agenda that directly shapes how Citi serves the next generation of high-net-worth and private banking clients.
Job Family Group
Product Management and Development
Job Family
Market Segments and Services
Time Type
Full time
Most Relevant Skills
Please see the requirements listed above.
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
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