The Wealth Planner Sr. Lead is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Typically a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a senior level. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Accountable for significant direct business results or authoritative advice regarding the operations of the business. Necessitates a degree of responsibility over technical strategy. Primarily affects a sub-function. Responsible for handling staff management issues, including resource management and allocation of work within the team/project.
Work with Private Bankers to identify prospects and present value propositions offered by fiduciary offshore structures (trusts, investment holding vehicles and insurance solutions) to high-net-worth clients of Citi Private Bank (CPB).
Attend client meetings with Bankers and participate in presentations and sales pitches
Understand and keep abreast of changes in legislation in order to ascertain how such laws affect tax efficient offshore trust and company structures and insurance established for clients.
Be informed and able to discuss current and historical legal/tax environment in the relevant countries the consultant will predominately cover.
Evaluate client needs and recommend appropriate fiduciary structures in line with CPB and CitiTrust policies and risk parameters.
Identify opportunities to introduce other organizational capabilities such as insurance, discretionary portfolios and other types of investments. Achieve assigned revenue and AUM targets.
Follow-up on all phases of complex sales from initial sales pitch until closing.
Responsible for ongoing education and communication with Private Bankers and members of own team on product specific developments
Coordinate with Trust Centres
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
10+ years of experience
Additional professional accreditation like Certified Financial Planner (CFP), Chartered Financial Analyst (CFA) would be an added advantage
Robust investment and trust assets experience; Demonstrated ability to lead, motivate, and influence others Excellent verbal and written communication skills Customer service orientation Strong analytical/problem solving skills Ability to multi-task and
Job Family Group: Private Client Product Services Job Family: Trust Wealth Planning Time Type:
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