Senior Wealth Planner & Private Client Strategy Lead

Citigroup is seeking a Wealth Planner Principal in Madrid, Spain, to work closely with Private Bankers and provide value propositions to high-net-worth clients. Responsibilities include evaluating client needs and overseeing insurance portfolios.

The ideal candidate must have extensive experience in a similar role, professional accreditation in European insurance, and excellent communication skills. This full-time position is essential for achieving assigned revenue targets and managing client relationships effectively.