Mexico Local Market Specialist-Investments
hace 1 semana
**Job Summary**:
Citi is seeking a highly experienced and skilled Mexico Local Market Specialist-Investments to join our team. As a key member of our Private Client Product Services group, you will be responsible for leveraging existing client relationships, local network, and investment experience to introduce new ultra-high net worth clients to Citi Private Bank.
**Key Responsibilities**:
• Build and manage a successful practice centered on deepening relationships by providing potential and existing clients with appropriate investment advice and solutions.
• Combine in-depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities.
• Work across currencies, asset classes, markets, and jurisdictions.
• Engage and advise clients on brokerage activity and execute trades seamlessly.
**Requirements**:
• 15+ years of experience in providing investment advice and solutions.
• Extensive experience in investment banking, wealth management, or a related field.
• CFA, MBA degree, or other advanced degree a plus.
• Advanced judgment and conducts in-depth analysis to solve problems and develop new, innovative solutions.
• Requires advanced knowledge of sophisticated areas, including investment products, wealth planning, and private banking services.
• US Only: S7, S66 (or 63 & 65) & S3; NOTE: Securities Industry Exam (SIE is a prerequisite to the S7)
**Education**:
• Bachelor's/University degree, Master's degree preferred.
• **Job Family Group:** Private Client Product Services
• **Job Family:** Investment Counselor
• **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.
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