Citi Group Citi Trust CT Wealth Planner Principal - C15 Miami 

United States, Florida, Miami 

117836232

Essential Duties & Responsibilities

Demonstrates technical expertise and ability to provide guidance on wealth planning matters for US connected clients, including:

• Estate, gift and income tax planning for non-US grantors with US beneficiaries

• Investing in US situs assets through appropriate structures

• Pre-immigration planning for clients/prospects moving to the US

• Insurance planning

Qualifications:

J.D. 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 issues for US connected planning. 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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