Citi Wealth Planner

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/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. 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. Additional Details Job Family Group: Private Client Product Services Job Family: Trust Wealth Planning Time Type: Full time Primary Location: New York City, New York, United States Primary Location Full Time Salary Range: $170,000.00 - $300,000.00 In addition to salary, Citi’s offerings may also include 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 note that offerings may vary by jurisdiction, job level, and date of hire. Other Information Please see the requirements listed above and/or contact the recruiter for complementary skills. Anticipated Posting Close Date ------------------------------------------------------ Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. For accessibility needs related to applying for a career opportunity, please refer to Citi’s Accessibility information. Citi maintains its EEO Policy Statement and Know Your Rights materials for employees and applicants. #J-18808-Ljbffr Citigroup Inc.