Investment Counselor Private Bank

2 semanas atrás

Sao Paulo, Brasil Citi Tempo inteiro
**Responsibilities**:
- Leverage existing client relationships, local network and investment experience to introduce new ultra-high 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 cross-marketing 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 in-depth analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions,assumptions or current knowledge of sophisticated areas.ated areas.
- US Only: S7, S66 (or 63 & 65) & S3; NOTE: Securities Industry Exam (SIE is a prerequisite to the S7)
- Brazil: CFP or CPA-20 is mandatory
**Education**:
- Bachelor's/University degree, Master's degree preferred
**Brazil: CFP or CPA-20 is mandatory**
- **Job Family Group**:
Private Client Product Services
- **Job Family**:
Investment Counselor
- **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.
View the "**EEO is the Law**" poster. View the **EEO is the Law Supplement**.
View the **EEO Policy Statement**.
View the **Pay Transparency Posting

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