Wealth Planning Manager

At Citi, we get to connect millions of people across hundreds of cities and countries every day.  And we've been doing it for more than 200 years.  We do this through our unparalleled global network.  We provide a broad range of financial services and products to our clients – whether they be consumers, corporations, governments or institutions – to help them meet their biggest opportunities and face the world's toughest challenges.

Citibank serves as a trusted advisor to our retail, mortgage, small business and wealth management clients at every stage of their financial journey.  Through Citi's Access Account, Basic Banking, Citi Priority, Citigold and Citigold Private Client, we offer an array of products, services and digital capabilities to clients across the full spectrum of consumer banking needs worldwide.

Citi Global Wealth (CGW) brings together the full power of Citi to serve the entire continuum of wealth clients, from affluent to ultra-high net worth to family offices.  The strategies we create help our clients maintain liquidity while maximizing yields, transact in foreign currency and across borders, and manage fluctuating expenses or cash flow.  We are uniquely suited to helping our clients meet their banking needs across regions through our global network.

We’re currently looking for a high caliber professional to join our team as Assistant Vice President (AVP), Wealth Planning Manager, based in Singapore. Being part of our team means that we’ll provide you with the resources to meet your unique needs, empower you to make healthy decision and manage your financial well-being to help plan for your future.For instance:

• Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses.
• Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more. Coverage varies by country.

The Wealth Planning Manager is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.

Responsibilities:

Works closely with the field sales managers and support the field sales professionals in a particular geographic area. Partners with workforce in area to grow their existing clients’ share of wallet and win a greater percentage of their high net worth prospects by focusing on delivering quality solutions that meet individual client’s needs. Educates sales force on product solutions, create customized proposals for high net worth clients and be available to accompany sales professionals to deliver solutions in client meetings.

• Collaborates with colleagues to offer complete advice and wealth solutions to clients.
• Leverages specialists and wholesalers to provide subject matter expertise where appropriate and present or co-present at client events.
• Acts as a subject matter expert in area on insurance products and planning concepts.
• Maintains recent knowledge of new products, industry trends, regulatory requirements, tax law changes, etc.
• Partners with product support team to provide case management and design support.
• Provides a high level of communication and customer service to sales professionals and their clients.
• Balances requests from different sales professionals across the area and actively monitor the queue of outstanding cases and client meeting calendar.
• Presents to clients at events hosted by sales professionals within area.
• Responsible for travel to field sales for meetings including clients.
• Accountable for product revenue goals and penetration goals.
• Other duties as assigned.
• 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:

• 5-8 years of experience in insurance product sales required. Offshore experience preferred.
• Expertise in managing a sales territory. Broad understanding of financial services, product solutions and all aspects of planning strategies and concepts
• Client-centric skills including excellent interpersonal, verbal and written communication skills
• Travelling expected.
• CMFAS papers: M5, M9, M9A, HI required.

Education:

• Bachelor’s/University degree or equivalent experience

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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.

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