Wealth Planner

Vor 6 Tagen

Geneve, Schweiz Citi Vollzeit

**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**Qualifications**:

- Extensive 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
**Education**:
Bachelor's/University degree, Master's degree preferred

Professional degree or accreditation (law, accounting) of benefit

Position will focus on the Emerging Markets including Middle East countries.
- **Job Family Group**:
Private Client Product Services
- **Job Family**:
Trust Wealth Planning
- **Time Type**:
Full timeCiti is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

View the "**EEO is the Law**" poster. View the **EEO is the Law Supplement**.

View the **EEO Policy Statement**.

View the **Pay Transparency Posting

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