Berufsbezeichnung: Wealth Planner - Trust

Arbeitsbeschreibung:
Citi Trust offers a world-class array of fiduciary solutions to those who seek excellence in preserving and protecting their wealth. The structures offered include Trusts, Private Investment Companies, partnerships and insurance. Clients can choose from several key international financial centers: The Bahamas, Cayman Islands, Switzerland, Jersey, Singapore and the US. Job Purpose: You 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. This position includes approximately 25+% travel. Qualifications: Strong knowledge in specific country tax and trust and insurance related matters; if the UK, preferably UK FCA certified Graduate degree in law (preferable), accounting, economics, finance, MBA or STEP qualification essential. You must bring following experience: Must have extensive prior offshore trust and insurance sales experience ideally within the Private Banking industry. Experienced in handling broad financial product offering, including discretionary investments and insurance. Proven track record of building successful relationships with external clients and internal partners. Experience in delivering high quality service to meet complex individual client needs. Further skills: Arabic language highly desirable, and/or significant Middle East experience Ability to learn new products, regulations and client situations quickly Diplomacy and influence skills necessary to build partnerships and succeed in a highly decentralized, matrix, overlapping and entrepreneurial business model. Competence in working through complex organizations to solve problems and deliver client satisfaction. Self-starter with creative problem-solving skills. Able to understand client-driven goals and be creative in finding solutions for meeting them by working with banker team, product partners and management. Strong interpersonal and team management skills are mandatory. Demonstrated resilience and ability to thrive and deliver results in a high pressure, internal, rapidly changing, often ambiguous environment. Characteristics for success include ability to be: focused, flexible proactive, positive and organized Further you are able to: Build relationships with clients to understand and exceed their expectations. Seek and identify opportunities to improve the client experience Ensure the delivery of exceptional advice, products and services to clients Work across business, functional and/or regional lines to provide clients with integrated, competitive solutions. If you are interested in this position, please submit your candidature by e-mail.

Wie Sie sich bewerben: kusum.gehani (at) citi.com

Angestelltenname: Citibank