Citi Trust Wealth Planner
Location: Delaware City, Delaware
Description: Citigroup is at the momment seeking for Citi Trust Wealth Planner right now, this occupation will be ordered in Delaware. More complete informations about this occupation opportunity kindly see the descriptions. Post by Jobing - Reference Code: 12031515 Location: Delaware, Delaware, US Education Level: Bachelor's Degree Description The Citi Trust (CT) Wealth Planner partners clos! ely with Private Bankers and other Citi Private Bank (CPB) team members to increase CT revenue by identifying and closing both current and future trust, estate and insurance opportunities with existing CPB clients and prospects. A key focus of the role is to develop, deliver and implement customized wealth plans, which includes proactive estate planning solutions based upon each prospect/client's individual circumstances. Additionally, the Wealth Planner acts as the sponsor of new business to CT after assessing the suitability of the business for CT and considering fiduciary, legal, and regulatory risk, expected client service levels, administration feasibility and profitability. ESSENTIAL DUTIES & RESPONSIBILITIES: Demonstrates technical proficiency and ability to provide guidance on wealth planning matters, including: â€" Estate, gift and income tax planning â€" Transition event planning â€" Business succession issues â€" Charitable planning and vehicles â€" Insurance pla! nning â€" Wealth disposition strategies â€" Creditor protectio! n strategies Possesses a strong ability to market and close CT new business opportunities Works closely as part of a private banking team to bring customized planning solutions to clients and prospects Focuses on enhancing CT's overall Wealth Planning 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 â€"Bachelor's degree in finance or related field â€"Advanced degree in law, finance or industry education desired Knowledge / Abilities â€"A minimum of seven years of trust and estate industry experience required â€"Strong knowledge and proven technical proficiency in the investment, legal and tax issues relative to trust and estate field â€"Proven strong communication skills to interact effectively wit! h current and potential clients and their advisors â€"Proven presentation skills â€"Self starter with creative problem solving skills â€"Competence in working through complex organizations to solve problems and deliver client satisfaction
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This occupation starts available on: Sun, 14 Apr 2013 12:23:23 GMT
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