Description:
The Citi Wealth Planner partners closely with Private Bankers and other Citi Private Bank (CPB) team members to develop, deliver and implement customized wealth structuring services, which include proactive estate planning solutions based upon each client/prospect's individual circumstances.Essential Duties & Responsibilities:
Demonstrates technical expertise and ability to provide guidance on wealth structuring matters, including:
- Estate, gift and income tax planning
- Transition event planning
- Business succession planning
- Charitable planning and related vehicles
- Insurance planning
Focuses on enhancing CPBs overall practice by sharing best practices and technical information; 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:
JD degree required
Knowledge/Abilities:
A
minimum of eight years of trust and estate industry experience
required. Strong knowledge and proven technical proficiency in the
legal, and tax issues relative to the 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 superior
client service.
