Citi Wealth Planner - C15

Citi Wealth Planner - C15

Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community, and make a real impact.

Job Overview

Citi Wealth Planner

The Citi Wealth Planner partners closely with Private Bankers and other Citi Private Bank (CPB) team members to develop, deliver, and implement customized wealth structuring services, which include proactive estate planning solutions based upon each client / prospects individual circumstances.

Essential Duties & Responsibilities

Demonstrates technical expertise and ability to provide guidance on wealth structuring matters, including :

• Estate, gift, and income tax planning
• Transition event planning
• Business succession planning
• Charitable planning and related vehicles
• Insurance planning

Focuses on enhancing CPBs overall practice by sharing best practices and technical information; aiding the development of marketing materials and writing technical pieces for internal and external distribution. Cultivates relationships with professional contacts, such as attorneys and CPAs, resulting in additional business opportunities.

Qualifications : Education :

JD degree required

Knowledge / Abilities :

A minimum of eight years of trust and estate industry experience required. Strong knowledge and proven technical proficiency in the legal, and tax issues relative to the trust and estate field. Proven strong communication skills to interact effectively with current and potential clients and their advisors. Proven presentation skills. Self-starter with creative problem-solving skills. Competence in working through complex organizations to solve problems and deliver superior client service.