The Wealth Planner (Europe) Principal is a strategic and client-facing professional who closely follows the latest trends to keep clients and colleages informed of wealth planning strategies.  Recognized subject matter expert within one area. Strong commercial awareness is a necessity. Is an acknowledged authority both within and outside area of expertise. Excellent communication skills required in order to work with clients and to negotiate internally, often at a senior level. 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 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 pitchesUnderstand and keep abreast of changes in legislation in order to ascertain how such laws affect investment holding vehicles and insurance solutions 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 structures in line with CPB policies and risk parameters.Identify opportunities to introduce other organizational capabilities such as 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.Oversee an existing portfolio of client insurance structures.Responsible for ongoing education and communication with Private Bankers and members of own team on product specific developmentsCoordinate with Wealth Planners globally.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.

Qualifications:
 

Extensive experience in s similar role.Professional accreditation to enable service to clients in European countries, in particular under the Insurance Distribution Directive.  Experience in working with European insurance providers.Robust investment experience; demonstrated ability to lead, motivate, and influence others; excellent verbal and written communication skills; client service orientation; strong analytical/problem solving skills; ability to multi-task

Education:

Bachelor's/University degree, Master's degree preferred

This Role is a “Controlled Function” Role as defined by the Central Bank of Ireland Reform Act 2010 and Principal Regulations 2011, and amending Regulations 2014, 2015.

------------------------------------------------------

Job Family Group:

Private Client Product Services

------------------------------------------------------

Job Family:

Trust Wealth Planning

------------------------------------------------------

Time Type:

Full time

------------------------------------------------------

Citi 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.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. 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 the "EEO is the Law" poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting