Citigroup, Inc

Citi Wealth Planner

Citigroup, Inc$170K — $300K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • JD degree required
  • Minimum of eight years in trust and estate industry
  • Strong knowledge of legal and tax issues in trust and estate planning
  • Proven communication skills for client interactions
  • Self-starter with creative problem-solving abilities

Responsibilities

  • Partner with Private Bankers to deliver customized wealth structuring services
  • Provide guidance on estate, gift, and income tax planning
  • Assist in business succession and transition event planning
  • Develop and implement charitable planning strategies
  • Cultivate relationships with attorneys and CPAs for additional business opportunities

Benefits

  • Medical, dental, and vision coverage
  • 401(k) with employer match
  • Life, accident, and disability insurance
  • Wellness programs
  • Generous paid time off including vacation and sick leave
Full 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 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.

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, Citi's 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; and 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.

Most Relevant Skills
Please see the requirements listed above.

Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.

Anticipated Posting Close Date:

About Citigroup, Inc

Citigroup is a financial services holding company that provides financial products and services. The company operates through two segments, Global Consumer Banking (GCB) and Institutional Clients Group (ICG). The GCB segment offers traditional banking services to retail customers through retail banking, commercial banking, Citi-branded cards, and Citi retail services. The ICG segment offers various banking, and financial products and services to corporate, institutional, public sector, and high-net-worth clients. This segment provides wholesale banking products and services, including fixed-income and equity sales and trading, foreign exchange, prime brokerage, derivative services, equity and fixed-income research, corporate lending, investment banking, and advisory services, private banking, cash management, trade finance, and securities services. Citi is committed to sustainability and social responsibility, and the company invests in initiatives that promote economic progress.

Citigroup, Inc Careers

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Learn more about Citigroup, Inc
Market Cap
$1.3 billion
Industry
Net Income
$89.6 million
Founded
1812
5 Year Trend
+4.6%
NASDAQ

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