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Wealth Planning Specialist
2 months ago
Citi Trust (CT) Wealth Planner
Job Summary:
The Citi Trust (CT) Wealth Planner plays a crucial role in partnering 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.
Key Responsibilities:
- Develop, deliver, and implement customized wealth plans, which include proactive estate planning solutions based upon each client/prospect's individual circumstances.
- Act 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.
- Demonstrate 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
- Possess a strong ability to market and close CT new business opportunities.
- Work closely as part of a private banking team to bring customized planning solutions to clients and prospects.
- Focus 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.
- Cultivate relationships with professional contacts, such as attorneys and CPAs, resulting in additional business opportunities.
Qualifications:
- JD degree required
- 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
