Mexico Local Market Specialist-investments - Ciudad de México - Citi

Citi

Empresa verificada

Ciudad de México

hace 4 semanas

Publicado por:

Rodrigo Fernández

Reclutador de talento para beBee

Descripción

Responsibilities:

Leverage existing client relationships, local network and investment experience to introduce new ultrahigh 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 crossmarketing opportunities.
Work across currencies, asset classes, markets and jurisdictions
Engage and advise clients on brokerage activity and execute trades seamlessly.

Qualifications:

15+ years of experience
Extensive experience in providing investment advice and solutions.
CFA, MBA degree or other advanced degree a plus.
Requires advanced judgment and conducts indepth analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions,assumptions or current knowledge of sophisticated areas.
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

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Job Family Group:

Private Client Product Services

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Job Family:

Investment Counselor

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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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