Investment Counselor Lead

hace 2 días

Ciudad de México Citi A tiempo completo

**Responsibilities**:

- An individual in this role will be expected to:

- Function as the primary client contact and trusted investment advisor for clients, including direct selling, determining suitability, identifying product specific opportunities, portfolio advice and after sales execution (in partnership with the Banker team)
- Leverage existing client relationships, local network and investment experience to introduce new ultra-high net worth clients to Citi Private Bank.
- 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.
- Actively look for cross sell opportunities in others areas of the bank, in particular lending, trust and institutional markets solutions, etc.
- Partner with Bankers to prospect for new investment business

**Qualifications**:

- 6-10 years of experience
- Robust experience in providing investment advice and solutions.
- CFA
- Requires good analytical skills in order to filter, prioritize and validate potentially complex material from multiple sources. Exercises wide degree of latitude and discretion.
- US Only: S7, S66 (or 63), 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-
- View Citi’s _EEO Policy Statement_ and the _Know Your Rights_ poster._

  • Investment Counselor Lead

    hace 4 semanas

    Ciudad de México Citi A tiempo completo

    **Responsibilities**:- An individual in this role will be expected to:- Function as the primary client contact and trusted investment advisor for clients, including direct selling, determining suitability, identifying product specific opportunities, portfolio advice and after sales execution (in partnership with the Banker team)- Leverage existing client...

  • Impact Investment Director

    hace 3 días

    Ciudad de México New Story A tiempo completo

    **ABOUT THE ROLE** New Story is on a mission to house 1M people by 2030. As part of our Impact strategy, we invest in start-ups and established companies that develop innovative models and technology and address affordable housing for low-income households. We're looking for an Impact Investment Director or VP to develop market-driven affordable housing...

  • Especialista de Estrategia Bpp

    hace 3 semanas

    Ciudad de México Grupo Financiero Banorte A tiempo completo

    **Ubicación**:Ciudad de México, Ciudad de México, MX**Categoría**:Banca Mayorista**ID de Requisicion**: **ESPECIALISTA DE PRODUCTO - INVESTMENT COUNSELOR****(Ciudad de México)**- En Banorte buscamos talento único, fuerte y extraordinario, que impulse la transformación e innovación del país, convirtiéndonos en un gran aliado para crecer fuerte con...

  • Senior Investment Analyst

    hace 7 horas

    Ciudad de México, Ciudad de México New Ventures Capital A tiempo completo

    Senior Investment Analystat New Ventures CapitalLocation: Hybrid – Colombia or Mexico. New Ventures Capital is seeking an Investment Analyst or a Senior Investment Analyst with a passion for impact, entrepreneurship, and ecosystem building to help support our LATAM based fund from Colombia and Mexico. This is a great opportunity for someone with strong...

  • Senior Investment Officer, Infrastructure, Mexico

    hace 1 semana

    Ciudad de México International Finance Corporation A tiempo completo

    **Senior Investment Officer, Infrastructure, Mexico**Job #:req31809Organization:IFCSector:InvestmentGrade:GGTerm Duration:3 years 0 monthsRecruitment Type:International Recruitment**Location**:Mexico City,MexicoRequired Language(s):English, SpanishPreferred Language(s):Closing Date:2/17/2025 (MM/DD/YYYY) at 11:59pm UTCDescriptionIFC - a member of the World...

  • Investment Officer, Infrastructure Mexico

    hace 7 días

    Ciudad de México, CDMX IFC Systems Corporation A tiempo completo

    **Investment Officer, Infrastructure Mexico** **Job #**: - req29730**Organization**: - IFC**Sector**: - Infrastructure**Grade**: - GF**Term Duration**: - 3 years 0 months**Recruitment Type**: - Local Recruitment**Location**: - Mexico City,Mexico**Required Language(s)**: - English, Spanish**Preferred Language(s)**: **Closing Date**: - 10/17/2024...

  • Investment Officer, Infrastructure Mexico

    hace 7 días

    Ciudad de México, CDMX World Bank Group A tiempo completo

    **Job #**: - req29730**Organization**: - IFC**Sector**: - Infrastructure**Grade**: - GF**Term Duration**: - 3 years 0 months**Recruitment Type**: - Local Recruitment**Location**: - Mexico City,Mexico**Required Language(s)**: - English, Spanish**Preferred Language(s)**: **Closing Date**: - 10/17/2024 (MM/DD/YYYY) at 11:59pm...

  • Investment Associate

    hace 6 horas

    Ciudad de México, Ciudad de México Conant Capital A tiempo completo

    Company Overview:Nova Labs (subsidiary of Conant Capital Holdings) is a private holding company founded to systematically identify high-potential industry themes, uncover market gaps, and launch 1–3 differentiated companies through a structured Entrepreneurship Through Acquisition (ETA) model. Each launched company will be capitalized with dedicated pools...

  • especialista de estrategia bpp

    hace 7 horas

    Ciudad de México, Ciudad de México Banco Mercantil del Norte, S.A. A tiempo completo

    ESPECIALISTA DE PRODUCTO - INVESTMENT COUNSELOR(Ciudad de México)En Banorte buscamos talento único, fuerte y extraordinario, que impulse la transformación e innovación del país, convirtiéndonos en un gran aliado para crecer fuerte con México.Estamos convencidos que la combinación de solidaridad, innovación, respeto, lealtad y responsabilidad es la...

  • especialista de estrategia bpp

    hace 6 horas

    Ciudad de México, Ciudad de México Grupo Financiero Banorte, S. A A tiempo completo

    Ubicación:Ciudad de México, Ciudad de México, MXCategoría: Banca MayoristaID de Requisicion: 119783ESPECIALISTA DE PRODUCTO - INVESTMENT COUNSELOR(Ciudad de México)En Banorte buscamos talento único, fuerte y extraordinario, que impulse la transformación e innovación del país, convirtiéndonos en un gran aliado para crecer fuerte con México.Estamos...