Citi Wealth Planner

Citi • 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

• 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.

What This Job Offers

• Job Type: Full-time
• Education Level: Ph.D. or professional degree
• Number of Employees: 5,001-10,000 employees