Investment Consultant

The Investment Consultant role in Wealth Management is an exciting opportunity to leverage your product knowledge and build relationships with clients to meet their financial needs. Located in Toluca, Mexico, this position requires a deep understanding of financial products and services.

**Job Summary:**

This intermediate-level position provides customer service assistance and meets sales targets for financial products and services within the assigned district or location. The overall objective is to develop and implement sales plans to achieve monthly and annual new asset referral targets.

**Responsibilities:**

• Develop and implement sales plans to achieve all monthly and annual new asset referral targets
• Interact with managers and directors to ensure ongoing communication regarding existing and future client needs
• Develop and execute integrated sales and marketing strategies that are aligned to sales goals and support sales service activities
• Ensure adherence to operational controls, including legal, corporate, and regulatory procedures, to ensure safety and security of client and bank assets
• Monitor improvement of quality of investment consultant activities, including sales targets, referral targets, strict adherence towards compliance, branch huddles

**Qualifications:**

• 2-5 years of relevant experience
• Required licenses: Series 7, Series 63, Series 66, and Series 24 or 9/10
• Previous sales experience preferred
• Ability to communicate with all levels of management
• Extensive knowledge of financial and securities industry regulations
• Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements
• Effective problem-solving and decision-making skills
• Consistently demonstrates clear and concise written and verbal communication

**Benefits:**

• 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

**Estimated Salary Range:** $45,000 - $60,000 per year, depending on qualifications and experience.