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The health and safety of our colleagues and candidates for employment are our highest priority. Accordingly, Citi continues to monitor the COVID-19 situation closely. We have implemented precautionary measures across our firm globally, including conducting all candidate interviews virtually on a temporary basis until further notice where needed.

Wealth Planner - LATAM

Job Req ID 22480423 Primary Location Miami, Florida; New York, New York Job Category Private Client Product Services
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This role will primarily support Brazil and other LATAM Markets. The Citi Trust (CT) Wealth Planner partners closely with Private Bankers and other Citi Private Bank (CPB) team members to increase CT revenue by identifying and closing both current and future trust, estate, succession, and insurance opportunities with existing CPB clients and prospects.

A key focus of the role is to develop, deliver and implement customized wealth plans, which include proactive estate planning solutions based upon each client/prospect's individual circumstances. Additionally, the Wealth Planner acts as the sponsor of new business to CT after assessing the suitability of the business for CT and considering fiduciary, legal, and regulatory risk, expected client service levels, administration feasibility, and profitability.

Essential Duties & Responsibilities

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

•           Estate, gift, sucssion, and income tax planning

•           Transition event planning

•           Business succession issues

•           Charitable planning and vehicles

•           Insurance planning

Possesses a strong ability to market and close CT new business opportunities.  Works closely as part of a private banking team to bring customized planning solutions to clients and prospects.

Focuses on enhancing CT's overall Wealth Planning practice by sharing best practices and technical information; researching; 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:

J.D. degree required

Knowledge/Abilities:

A minimum of five years of trust and estate industry experience required. Strong knowledge and proven technical proficiency in the investment, legal, and tax issues relative to 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 client satisfaction  

Fluent in Portuguese  

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Job Family Group:

Private Client Product Services

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Job Family:

Trust Wealth Planning

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Time Type:

Full time

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Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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Effective November 1, 2021, Citi requires that all successful applicants for positions located in the United States or Puerto Rico be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment.

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