Wealth Management Advisor at Citi Trust
2 weeks ago
Wealth Management Advisor at Citi Trust
The Wealth Management Advisor at Citi Trust collaborates closely with Private Bankers and other members of the Citi Private Bank team to identify and secure trust, estate, and insurance opportunities for both existing clients and potential prospects.
Key Responsibilities:
- Offer expert guidance on estate, gift, and tax planning strategies
- Evaluate and promote new business prospects
- Enhance the wealth planning services offered
- Develop and maintain relationships with professional contacts
Qualifications:
Education: Juris Doctor (JD) degree is mandatory
Experience: A minimum of eight years in the trust and estate sector is required
Skills: Exceptional communication and presentation abilities
Location: New York, United States
Employment Type: Full-time
Salary Range: $170,000 - $300,000
Citi provides a competitive benefits package that includes medical coverage, a 401(k) plan, and paid time off.
Citi is committed to being an equal opportunity employer; all qualified candidates will be considered without regard to race, religion, gender, or disability.
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