jobs

Financial Advisor

Citibank, N.A.   Miami, FL   Full-time     Other
Posted on October 3, 2021

Financial Advisor for Citibank, N.A. (Miami, FL) Provide investment product sales & financial advisory services to High Net Worth (“HNW”) individual & business clients in the Latin American Market. REQS: Bachelor’s or frgn equiv in Fin, Econ, Bus Admin, Accntng, Indstrl Rltns or clsly rltd fld & 3 yrs exp as a Fincl Advsr, Rltnshp Offcr, Wlth Mgmt Prof or clsly rltd pstn w/in glbl fincl indstry. Must have 3 yrs exp w/: Prvdng advsry svcs to int’l mrkts w/in LATAM region, applying bnkng & invstmnt indstry stndrds & practices; Anlyzng cstmrs’ fincl needs & prvdng prdct info, sbjct to Offshre Wealth Svcs & local rules of cndct; Prfrmng asset allctn & contnuous reblncng exrcses on both prspctve & current cstmrs; Dvlping & implementing sales stratgs dsgnd to expnd fincl svcs & comrcl invstmnt prdcts to new & exstng clnts; Mrgn & Lndng Prdcts aimed to LATAM clnts; Idntfyng & Rprtng Suspicious Activities (AML) & Fraud Awareness for clnts in LATAM; & Frgn Crrpt Prctcs Act. Reqs vrbl & wrttn flncy in Spanish. Approximately 15% int’l trvl reqrd. Mail Resumes ref BL/FA/ARR to Citigroup Recruiting Dept., 3800 Citigroup Center Dr, Tampa, FL 33610. Citigroup is EOE. Direct apps only.


Citibank, N.A.

Miami , FL