Citi Financial Advisor in Miami, Florida
Primary Location: United States,Florida,Miami
Education: Master's Degree
Job Function: Private Client Coverage
Shift: Day Job
Employee Status: Regular
Travel Time: Yes, 25 % of the Time
Job ID: 18076385
Citigroup Global Markets Inc. seeks a Financial Advisor for its Miami, Florida location.
Duties: Provide financial consulting, advisory, and analysis services to Latin American individual and business clients. Develop investment relationships with Affluent Latin American clients with the aim of growing client portfolio. Assess customer financial portfolios, goals, and needs including asset allocation. Provide financial advice and make recommendations on investment needs and portfolios. Interface with internal business groups regarding potential sales opportunities, and develop new and creative strategies to improve investor portfolio performance. Create and organize a sales plan designed to acquire new target clients in the region, and sell investment products to existing clients. Prospect targeted markets in Latin America and introduce Citi platform of financial products to members of those markets.
Requirements: Master’s degree e in Business Administration, Finance, Accounting or related field and 2 years of experience in the stated position, as a Sales Manager, Investment Counselor, Management Associate, or in a related position providing financial advisory services to Latin American clients. One year of experience must include: Creating advanced asset allocation investment portfolios for affluent Latin American client base; Developing and implementing sales strategies designed to expand financial services and commercial investment products to new and existing clients; KYC360, Eclipse Financial Systems, ONESOURCE. Requires up to 30% domestic and international travel. Qualified applicants submit resumes referencing job code MS/FA/MAF to Citigroup Recruiting Department, 3800 Citigroup Center Drive, Tampa, FL 33610. Citigroup is an EOE Employer. This position is eligible for incentives pursuant to Citigroup’s Employee Referral Program. Direct applicants only.
Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.