Wealth Planner Principal (Madrid)

Wealth Planner Principal

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 pitches.
• Understand 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.
• Foll...