Financial Planning Expert
2 weeks ago
Citigroup Inc. is seeking a highly skilled Financial Planning Principal to join our team. As a key member of our Private Client Coverage group, you will be responsible for providing strategic financial planning and analysis to support the growth and success of our clients.
Key Responsibilities- Develop and implement financial planning strategies to meet client needs and goals
- Conduct in-depth financial analysis and modeling to inform business decisions
- Collaborate with cross-functional teams to identify and capitalize on business opportunities
- Design and implement financial reporting and analytics to support business performance
- Provide expert advice and guidance to clients on financial planning and wealth management
- 15+ years of experience in financial planning and analysis
- Strong analytical and problem-solving skills, with ability to synthesize complex data
- Excellent communication and interpersonal skills, with ability to work effectively with clients and internal stakeholders
- Bachelor's/University degree, Master's degree preferred
Citigroup Inc. offers a competitive salary and benefits package, including medical, dental, and vision coverage, 401(k), and life insurance. We also offer opportunities for professional growth and development, as well as a dynamic and inclusive work environment.
We are an equal opportunity employer and welcome applications from diverse candidates. If you are a person with a disability and need a reasonable accommodation to apply for this role, please contact us at [insert contact information].
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