Senior Trust Officer

**Responsibilities**: - The Private Bank at Citi (CPB) is part of the Institutional Clients Group and offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services.The Private Bank delivers solutions to help meet the individual, family and business needs of over 10,000 ultra-high net worth clients around the world. The Private Bank is focused on clients with a minimum net worth of $25mm and serves 40% of the world’s billionaires and their families. - CBNA is the primary legal entity for Citi, providing products and services to consumers, financial institutions and corporate clients around the world. In the past, Citi has provided most of its internal reporting on a business by business basis. With the changes in the regulatory environment, strong legal entity reporting and governance has become essential. This team is responsible for ensuring that CBNA has the appropriate governance and control infrastructure to meet the demand for legal entity planning, execution, information management and the ever-evolving regulatory environment. - Under supervision of a Fiduciary Services Head, this position requires administration of UNHW ongoing fiduciary relationships which entails working with clients to strategize toward the preservation and continued growth of trust assets while achieving their specific trust and estate planning objectives and introduces clients to a broad range of investment management opportunities. - An individual in this role will be expected to: Oversee a team of trust professionals and act as Senior Trust Officer whereby you will be managing a book of trust, estate and agency accounts. In addition, this individual will be expected to: - Serve on the Trust Company Board of Directors - Oversee, coach, guide and mentor team of trust professionals - Manage a book of trust, estate and agency accounts - Ensure all accounts within the Trust office are administered efficiently and in accordance with the firm's policies and procedures, legal requirements, governing instruments and with the highest level of client service - Communicate effectively with internal and external clients and their advisors on all trust and estate matters - Represent the trust business both internally to Bankers and product partners, and externally to ultra high net worth clients, prospects and their advisors - Assist with the review of new business opportunities in conjunction with our new business review team and opine on specific trust issues as appropriate - Coordinate internal audits and external regulatory exams - Participate in risk management committees - Stay abreast of and communicate to colleagues current trust, estate and agency developments in the state law. **Qualifications**: - 6-10 years of experience - Robust experience in trust and/or estate management and administration along with proven experience in leading and managing a team. - Advanced degree in law, finance or industry education desired. - Proven experience in leading and managing a team; Strong knowledge and proven technical proficiency in the investment, legal and tax issues relative to trust and/or estate management. Strong communication and proven presentation skills. **Education**: - Bachelor's/University degree, Master's degree preferred - **Job Family Group**: Private Client Product Services - **Job Family**: Trust Fiduciary Services - **Time Type**: Full time - 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. View the "**EEO is the Law**" poster. View the **EEO is the Law Supplement**. View the **EEO Policy Statement**. View the **Pay Transparency Posting