Join to apply for the Citi Wealth Planner - C15 role at Citi
1 day ago Be among the first 25 applicants
Join to apply for the Citi Wealth Planner - C15 role at Citi
Get AI-powered advice on this job and more exclusive features.
The Wealth Planner Principal is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Recognized subject matter expert within one area. Strong commercial awareness is a necessity. Is an acknowledged authority both within and outside area of expertise. 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. Some external communication is typically required. Provides advanced judgment and conducts in-depth quantitative or qualitative analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions, assumptions or current knowledge of sophisticated areas. Significant impact on a function and/or the business through making decisions that determine technical approaches and strategies for the area.
Responsibilities:
- 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.
- 15+ 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
- Bachelor's/University degree, Master's degree preferred
Job Family Group:
Private Client Product Services
------------------------------------------------------
Job Family:
Trust Wealth Planning
------------------------------------------------------
Time Type:
------------------------------------------------------
Primary Location:
New York New York 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:
Jun 23, 2025
------------------------------------------------------
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi’s EEO Policy Statement and the Know Your Rights poster.
Seniority level
Seniority level
Not Applicable
Employment type
Employment type
Full-time
Job function
Job function
Finance and SalesIndustries
Banking, Financial Services, and Investment Banking
Referrals increase your chances of interviewing at Citi by 2x
Get notified about new Wealth Manager jobs in New York, NY .
New York, NY $200,000.00-$225,000.00 3 days ago
Asset & Wealth Management, Private Wealth Management, Equity Structuring, Analyst - New York
New York, NY $200,000.00-$250,000.00 1 week ago
New York, NY $110,000.00-$120,000.00 1 week ago
Manhattan, NY $34,500.00-$125,000.00 1 week ago
Asset & Wealth Management, External Investing Group (XIG), Union Bridge Partners (Opportunistic Co-Investments / Structured Products), Vice President – New York
New York, NY $225,000.00-$300,000.00 2 weeks ago
Asset & Wealth Management, Investment Strategy Group, Tactical Asset Allocation Team, Associate - New York
New York City Metropolitan Area 3 weeks ago
New York, NY $75,000.00-$200,000.00 6 days ago
Private Wealth Events, Advisor Engagement, Associate
New York, NY $115,000.00-$125,000.00 2 weeks ago
New York, NY $125,000.00-$150,000.00 1 week ago
Asset & Wealth Management, Private, Structured Investing, Vice President, New York
New York, NY $34,000.00-$125,000.00 1 week ago
Asset & Wealth Management- New York- Associate, Research/PM Support- 8607534
New York, NY $161,000.00-$200,000.00 1 week ago
New York City Metropolitan Area 14 hours ago
New York, NY $38,000.00-$150,000.00 1 year ago
Entry-Level Wealth Manager - Midtown East
New York, NY $61,000.00-$250,000.00 5 days ago
New York City Metropolitan Area 3 weeks ago
Asset & Wealth Management, Debt Capital Markets, Infrastructure, Vice President - New York
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr