Wealth Planning Manager

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:

• Min Degree/University qualified
• 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.

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Job Family Group:
Consumer Sales
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Job Family:
Consumer Product Sales
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Time Type:
Full time
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Most Relevant Skills
Please see the requirements listed above.
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Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
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