Citi Wealth Planner

Job description

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/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...