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Wealth Planner

Job Req ID 21357389 Primary Location Miami, Florida; West Palm Beach, Florida Job Category Private Client Product Services
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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, 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 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 eight 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 

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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:

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Citi is an equal opportunity and affirmative action employer.

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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