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Trust and Estate Wealth Advisor

2 months ago

Miami, Florida, United States Citigroup Full time

Position Title: Wealth Planner at Citi Trust

The Wealth Planner at Citi Trust collaborates closely with Private Bankers and other members of the Citi Private Bank team worldwide to enhance revenue by recognizing and securing trust, estate, and insurance opportunities with clients and potential clients.

Key Responsibilities:

  • Crafting tailored wealth strategies for clients with connections to the US.
  • Providing proactive estate planning solutions.
  • Acting as a key driver for new business initiatives within the organization.

The Wealth Planner is expected to exhibit a high level of technical knowledge in wealth planning issues pertinent to US-connected clients and possess robust marketing capabilities to elevate the overall Wealth Planning practice. Establishing and nurturing relationships with professional contacts is essential for generating additional business prospects.

Required Qualifications:

  • Juris Doctor (JD) degree is mandatory.
  • A minimum of eight years of experience in the trust and estate sector.
  • Comprehensive understanding and demonstrated technical expertise in investment, legal, and tax matters.
  • Exceptional communication and presentation abilities.
  • Strong problem-solving skills and proficiency in navigating complex organizational structures.

Job Family: Private Client Product Services

Employment Type: Full time

Compensation Range: $170,000 - $300,000

Citi provides a competitive benefits package for employees, which includes medical, dental, and vision coverage, a 401(k) plan, life and disability insurance, wellness initiatives, and paid time off.

Citigroup Inc. is committed to equal employment opportunities. Qualified candidates will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.