Private Banker Senior Lead

Citibank, N.A.   Miami, FL   Full-time     Finance
Posted on February 11, 2024

Private Banker Senior Lead for Citibank, N.A. (Miami, Florida) Utilize financial models, policies, products, and complex procedures to direct and implement portfolio asset allocation strategies and investment solutions to high and UHNW clients, including portfolio management, credit solutions, and estate and succession planning. A telecommtng/hybrd wrk schdl may be prmted w/in a commutble dstnc from the wrkst, in accrdnc with Citi polcs & prtcls. REQS: A Bach deg (or frgn equiv), in Econ, Poli Sci, Sust Bus or rltd fld & 5 yrs of prog rspnsbl, post-bac exp as a Client Advsr, Glbl Invstmnt Anlyst or rltd pos invlvng Prvat Bnkng, Invetmnt Mnagmnt, Rltnshp Mngmnt, & Trdng in Peru. 5 yrs of exp must incld: Prvat Bnkng in UHNW Peruvian mrkt; Trgt Clnt Acqn & rltnshp dvlpmnt; Wlth mngmnt for UHNW indivls: portf mngmnt, crdt soltns, & estate & succen plnnng; Book & Revn Mngmnt, Clnt Plnnng; KYC & AML compl; Fin Mdlng, ROE, ROA, Rtrn Bnchmrkng, Monte Carlo simltns. Reqs wrttn & vrbl fluency in Spanish. Up to 25% intl travel reqd. Salary range: $250,000 to $250,000/yr; 40 hrs/wk. Applicants submit resumes at or by email to Citigroup Recruiting Dept. at Please reference Job ID #24724102. EO Employer.

Citibank, N.A.

Miami , FL