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As part of a dynamic business serving the Affluent Offshore customers based in Asia Pacific, the Wealth Planning Manager will partner and work closely with Relationship Managers. This role will require the incumbent to provide customers with advice on insurance solutions to help protect and preserve customers wealth as part of the Citigold wealth management proposition. He/She will need to work closely with Relationship Managers to identify opportunities and to coach them on insurance concepts and products.
The ideal candidate will meet the following requirements:
Excellent interpersonal communication and a strong desire to achieve and have a disciplined approach to sales
Minimum diploma holder with at least 5 years of sales experience in an insurance company or a financial institution, with a proven sales track record
Familiarity with financial planning concepts and an AFP/AFC or a CFP/ChFC certification would be preferred
Bancassurance experienced preferred
At Citi, we groom the leaders of today and tomorrow. Take the opportunity to embark on a challenging, fulfilling and rewarding career with one of the world's most respected financial institutions now.
Internal Number: 6107843
About Citibank NA
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