Citi Wealth Planner

Executive • New York, NY

3d

About The Position

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/prospect's 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.

Requirements

• JD degree required
• 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.

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.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Ph.D. or professional degree