Citi Wealth Planner

Job Description Citi Wealth Planner

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/prospects 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.

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Job Details

Job Family Group: Private Client Product Services

Job Family: Trust Wealth Planning

Time Type: Full time

Primary Location: Dallas, Texas, United States

Primary Location Full Time Salary Range: $170,000.00 - $300,000.00

In addition to salary, Citis offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including:

• Medical, dental & vision coverage
• 401(k)
• Life, accident, and disability insurance
• Wellness programs Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

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Requirements

Most Relevant Skills:

• Please see the requirements listed above.

Other Relevant Skills:

• For complementary skills, please see above and/or contact the recruiter.

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Equal Opportunity Employer

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

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