Investment Counselor Private Bank
1 semana atrás
**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
-
Investment Counselor Private Bank
1 semana 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...
-
Associate Investment Officer, Upstream
2 semanas atrás
São Paulo, São Paulo, Brasil World Bank Tempo inteiro US$60.000 - US$120.000 por anoAssociate Investment Officer, Upstream & Advisory, FIG LAC RegionJob #:req34525Organization:IFCSector:InvestmentGrade:GFTerm Duration:3 years 0 monthsRecruitment Type:Local RecruitmentLocation:Mexico City,Mexico; Sao Paulo, BrazilRequired Language(s):EnglishPreferred Language(s):Portuguese, SpanishClosing Date:10/10/2025 (MM/DD/YYYY) at 11:59pm...
-
Investment Analyst
1 semana atrás
São Paulo, SP, Brasil World Bank Group Tempo inteiro**Job #**: - req29682**Organization**: - IFC**Sector**: - Investment**Grade**: - GE**Term Duration**: - 3 years 0 months**Recruitment Type**: - Local Recruitment**Location**: - Sao Paulo,Brazil**Required Language(s)**: - English, Portuguese**Preferred Language(s)**: **Closing Date**: - 10/14/2024 (MM/DD/YYYY) at 11:59pm UTC**Description** IFC’s...
-
São Paulo, Brasil World Bank Tempo inteiro(Senior) Investment Officer, Manufacturing, Agribusiness, Services, Brazil Job #: req35021Organization: IFCSector: InvestmentGrade: GGTerm: 3 years 0 monthsRecruitment Type: International RecruitmentLocation: Sao Paulo, BrazilRequired Language(s): English, PortuguesePreferred Language(s): SpanishClosing Date: 12/8/2025 (MM/DD/YYYY) at 11:59pm UTC Description...
-
Private Banker
Há 5 dias
Sao Paulo, Brasil Citi Tempo inteiro**Responsibilities**: - Actively identify prospects and establish contact with them/convert prospects into clients. - Demonstrate an in-depth understanding of clients’ businesses and sources of wealth generation. - Anticipate events in a client’s life and business which have significant financial implications. - Serve as a trusted advisor to clients who...
-
Associate Investment Officer, Upstream
Há 4 dias
São Paulo, Brasil World Bank Group Tempo inteiro**Associate Investment Officer, Upstream & Advisory, FIG LAC Region** **Job #**: - req34525 **Organization**: - IFC **Sector**: - Investment **Grade**: - GF **Term Duration**: - 3 years 0 months **Recruitment Type**: - Local Recruitment **Location**: - Mexico City,Mexico; Sao Paulo, Brazil **Required Language(s)**: - English **Preferred...
-
Associate Investment Officer, Manufacturing, Agribusiness
1 semana atrás
São Paulo, Brasil World Bank Group Tempo inteiro**Associate Investment Officer, Manufacturing, Agribusiness & Services, Brazil** **Job #**: - req33140 **Organization**: - IFC **Sector**: - Investment **Grade**: - GF **Term Duration**: - 3 years 0 months **Recruitment Type**: - Local Recruitment **Location**: - Sao Paulo,Brazil **Required Language(s)**: - English **Preferred...
-
São Paulo, São Paulo, Brasil World Bank Group Tempo inteiro R$80.000 - R$120.000 por ano(Senior) Investment Officer, Manufacturing, Agribusiness, Services, BrazilJob #:req35021Organization:IFCSector:InvestmentGrade:GGTerm Duration:3 years 0 monthsRecruitment Type:International RecruitmentLocation:Sao Paulo,BrazilRequired Language(s):English, PortuguesePreferred Language(s):SpanishClosing Date:12/8/2025 (MM/DD/YYYY) at 11:59pm...
-
São Paulo, São Paulo, Brasil World Bank Group Tempo inteiro R$80.000 - R$120.000 por ano(Senior) Investment Officer, Manufacturing, Agribusiness, Services, Brazil Job #: req35021Organization: IFCSector: InvestmentGrade: GG Term Duration: 3 years 0 months Recruitment Type: International RecruitmentLocation: Sao Paulo,BrazilRequired Language(s): English, PortuguesePreferred Language(s): SpanishClosing...
-
São Paulo, Brasil World Bank Group Tempo inteiro(Senior) Investment Officer, Manufacturing, Agribusiness, Services, Brazil Job #: req35021 Organization: IFC Sector: Investment Grade: GG Term Duration: 3 years 0 months Recruitment Type: International Recruitment Location: Sao Paulo, Brazil Required Language(s): English, Portuguese Preferred Language(s): Spanish Closing Date: 12/8/2025 (MM/DD/YYYY) at...
