Trust Officer - Delaware

Citigroup Private Bank serves the financial needs of high net worth individuals. Our Private Bankers play a central role in delivering personalized, effective, and insightful financial solutions to meet client needs. Globally, Citigroup Private Bank has more than 4,000 employees in 90 offices, located in 58 cities, and manages more than $100 billion of client business volumes. Principal investment centers include: New York, London, Switzerland, Jersey, Hong Kong, Singapore and Tokyo. Through its product and service offerings, and by functioning as the gateway to the resources of the Citigroup companies, the Private Bank provides clients with comprehensive investment and banking choices. Products and Services include Investment Services, Global Trading Services, Risk Management, Credit and Lending, Alternative Investments Real Estate Services, Traditional Banking Services, Trust Services, Global Wealth Structuring, Art Advisory, Family Advisory Practice, and Law Firm Advisory Services. Citigroup is an Equal Opportunity Employer M/F/D/V.




Basic Job Function:

Under supervision of a Manager and / or a Senior Trust Officer, works with clients to strategize toward the preservation and continued growth of trust assets and introduces clients to a broad range of investment management opportunities.

 

Job Responsibilities:Manage an existing book of trust and estate accounts. Assess the client’s overall investment, financial, estate, and tax planning needs to assist the client in achieving specific trust and estate objectives. Review, initiate, and report account activity in compliance with legal requirements and internal procedures. Investigate and recommend trust and estate management and administration actions. Communicate effectively with the client and/or the client’s attorney on all trust and estate matters.



Education/Experience:


BA/BS and 4 plus years of relevant trust experience.


 


Skills/Knowledge:

Strong knowledge and proven technical proficiency in the investment, legal, and tax issues relative to trust and / or estate management and administration.
Proven strong communication skills are required, such to interact effectively with current and potential clients and / or their attorneys.
Proven presentation skills.