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Financial Advisor

Citibank, N.A   Miami, FL   Full-time     Other
Posted on November 21, 2021

Financial Advisor for Citibank, N.A. (Miami, FL) Provde invstmnt prdct sales & fincl advisory srvcs to High Net Worth (HNW) Latin America (LATAM) offshore clients w/ focus on Colombian mrkt. REQS Bach’s degree, or frgn eqvlnt, in Mgmt, Fin, Econ, Bus Admin, Engnrng, or rel fld & 5 yrs prgrssv, post-baccalaureate exp as Relatnshp Officer, Relatnshp Bnkr, Fincl Advisr, or rel pos invlvng prvdng fincl & invstmnt srvcs to HNW LATAM clients. 5 yrs exp must incl: Dvlpng invstmnt strategies & delivering invstmnt proposals for clients; US Securities & Invstmnt regulatory framwrks governing Retail Invstmnt Brokerage & Advisry Bus; Regulatory framwrks governing offshore securities & invstmnts in LATAM mrkts; Prospctng new clients & invstrs w/in LATAM region; Anlyzng client portfolios & recommndng invstmnt prdcts; Fincl accntng; & Econ & fincl mrkt anlysis. 20% intrntnl trvl req. Mail Resumes ref JC/FA/MEN to Citigroup Recruiting Dept, 3800 Citigroup Center Dr, Tampa, FL 33610. Citigroup is EOE. Direct apps only.


Citibank, N.A

Miami , FL