Citi Group Citi Trust CT Wealth Planner Principal - C15 NY 

United States, New York, New York 

819101103

Essential Duties & Responsibilities

Demonstrates technical expertise and ability to provide guidance on wealth planning matters, including:

•Estate, gift and income tax planning

•Transition event planning

•Business succession issues

•Charitable planning and vehicles

•Insurance planning

Qualifications:

JD degree required

A minimum of eight years of trust and estate industry experience required. Strong knowledge and proven technical proficiency in the investment, legal, and tax issues relative to trust and estate field. Proven strong communication skills to interact effectively with current and potential clients and their advisors. Proven presentation skills. Self-starter with creative problem-solving skills. Competence in working through complex organizations to solve problems and deliver client satisfaction

Anticipated Posting Close Date:

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