דרושים Investment Finance Specialist Senior Group Manager ב-Citi Group ב-United States, Miami

Responsibilities:

• Develop a sales plans and drive individual production goals, including building referral network and relationships with internal partners and external contacts
• Create an environment through activity-based coaching and performance development and implement/execute coaching plan to develop employee’s skill set to achieve personal/branch goals
• Develop and execute integrated sales, relationship, and credit strategies that are aligned with the Retail Bank's priorities, execute business plan to achieve expected goals in all business categories
• Support portfolio growth by identifying opportunities to deepen relationships and increase client acquisition and ensure clients receive optimal service and monitor/adhere to operational controls
• Collaborate with branch partners to successfully achieve goals, build customer relationship and deliver customer service
• Leverage workforce planning tool to optimize staffing in branches and set expectations for branch staff, fostering an environment in which team members work together to achieve all business goals
• Integrate segment partners, partner with Assistant Manager and partner with the Division Operational to drive sales and drive outbound sales activities including: representing Citi and building partnerships in the community
• Conduct daily proof processes to ensure adherence to operational requirements; investigate controllable losses among branch staff; provide coaching and manage performance on decisions used
• Lead hiring process and coordinate performance management, compensation, communication and employee evaluation of branch staff
• Responsible for planning, budgeting and policy formulation and involved in short-term planning resource planning
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

Qualifications:

• 6-10 years of relevant experience required
• Previous experience in banking or financial industry preferred
• Sales management experience preferred
• Registered or willing to register as mortgage loan originator with Nationwide Mortgage Licensing
• Obtain or willing to obtain unique identifier from Registry
• Consistently demonstrates clear and concise written and verbal communication skills
• Consistently demonstrates analytic skills

Education:

• Bachelor's Degree/University degree or equivalent experience
• Master’s degree preferred

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Anticipated Posting Close Date:

Requirements: Requires a Master’s degree or foreign equivalent in Business Administration, International Business, Management or related field and 8 years of experience as Community Development Sr Group Manager, Community Relations Sr Manager/COO, Business Planning & Analysis Manager or related position involving business planning formation within Latin America social investment institutions. Alternatively, will accept a Bachelor’s degree in the stated fields and 10 years of the specified progressive, post-baccalaureate experience. Full span of experience must include: Non-profits governance; Policies for governance of corporate charitable giving; Grant making; Corporate philanthropic giving and financial donations; Non-profit operations, governance, programming and differences within Latin America jurisdictions; Corporate governance; Finance, accounting and tax within Latin America; Implementation of CRM and financial technology platforms within Latin America; Development of Risk and Control frameworks within Latin America in compliance with US regulatory frameworks; Corporate foundation governance and financial planning including operational budget, reserves and cash flow. Additionally, at least 6 years of experience with multi-country controls and risk frameworks for non-profit management. Up to 20% international and domestic travel required. Applicants submit resumes at https://jobs.citi.com/. Please reference Job ID #25858874. EO Employer.

Wage Range: $243,076 to $243,076

Anticipated Posting Close Date:

Responsibilities:

• Investment Counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing, growing and managing investment relationships with ultra-high net worth clients.They should be experienced in the implementation and oversight of investment solutions, and in providing advice and guidance on markets and actionable investment ideas. Appropriate candidates will possess the credibility to cultivate trusting relationships with existing ultra-high net worth clients of Citi Private Bank, and should be entrepreneurial and capable of bringing in new clients/investment relationships. Candidates for the position should be collaborative and team oriented, able to leverage a wide array of internal partners.
• An individual in this role will be expected to:
• Function as the primary client contact and trusted investment advisor for clients, including direct selling , determining suitability, identifying product specific opportunities, portfolio advice and after sales execution (in partnership with the Banker team)
• 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.
• Actively look for cross sell opportunities in others areas of the bank, in particular lending, trust and institutional markets solutions, etc.
• Partner with Bankers to prospect for new investment business
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

• 10+ years of experience
• Robust experience in providing investment advice and solutions.
• FA, MBA degree or other advanced degree a plus.
• Requires complex judgments and solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretive thinking will be required.
• US Only: S7, S63 (or S66) and S3; NOTE: Securities Industry Exam (SIE is a prerequisite to the S7)

Education:

• Bachelor's/University degree, Master's degree preferred

Anticipated Posting Close Date:

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Requirements: Bachelor’s degree, or foreign equivalent, in Economics, Business, Accounting, and six (6) years of experience in the job offered, or in a related occupation in the Financial Services industry. Six (6) years of experience must include: Overseeing Market products and strategy on Foreign Exchange, Money Market, Securities and Derivatives and hedging internal exposures or the franchise liquidity using an understanding of each type of products the business offers to clients; Solving operational issues at any point of trade life cycle, regarding finance activities (valuation and accounting on US GAAP Financials) or compliance activities (regulatory limits or reporting) using expertise and experience regarding the end-to-end trade life cycle of products within Markets, Sales & Trading and Markets Treasury; Providing expert advisory to real time market situations using operational controls to mitigate operational risks, client impacts and reputational damages when gaps are identified or to comply with regulator commitments; Working as a Markets advocate to challenge Finance’s profits & losses (“P&L”) calculations and overseeing how revenues are calculated by product, the mark-to-market of the portfolio, and US GAAP accounting classification to identify differences and processes enhancements; Performing Corporate Treasury activities and governance processes, including liquidity, capital, interest rate and transfer pricing risks controls; and Conducting Control Assessment (“MCA”) of Markets business and Country Treasury. In the alternative, employer will accept Master’s degree and four (4) years of experience. 40 hrs./wk. Applicants submit resumes at . Please reference Job ID #24819799. EO Employer.

Wage Range: $123,748.80 to $165,000.00

Anticipated Posting Close Date:

Duties: Implement governance enhancements across Citi Latin America. Leverage knowledge of Latin America risk, control, and governance processes as well as an understanding of Latin America industry and regulatory standards and requirements to ensure implementation and oversight of governance, regulatory, and transformation projects. Collaborate with Citi stakeholders and Global Groups including Governance, Country Risk, and Regulatory teams to ensure full consideration of the business in the design and roll out of enhanced governance and risk and control frameworks. Work with regional Independent Risk, Compliance, Operations, Market, Liquidity, Credit, Reputation, and Strategic Risk to enhance local control standards and support local management in their governance. Leverage experience with local regulatory and corporate policy to develop strong controls and oversight. Coordinate and draft a Risk Management Framework to ensure appropriate controls and governance are in place based on legal entity regulatory requirements and corporate construct. A telecommuting/hybrid work schedule may be permitted within a commutable distance from the worksite in accordance with Citi policies and protocols.

Requirements: Bachelor degree or foreign equivalent, in Business Administration, Business Management, Statistics, Economics, or a related field, and five (5) years of experience in the job offered or a related finance occupation handling risk management in the financial industry. Five (5) years of experience must include: Working with classifiable and delinquency managed credit and operational policies and procedures including a command of the collateral management process; Performing regulatory risk analysis ensuring compliance with policy related to capital planning, liquidity, portfolio, and operations and regulatory examinations / expectations; Performing risk assessments and management within the framework of risk-weighted assets, portfolio management, liquidity management, and operational risk management in evaluating the impact of different economic and potential stress scenarios on liquidity and operational needs, leveraging advanced proficiency in credit, market, liquidity, and operational risk; Validating and documenting processes, risks and controls including methodologies in line with policies and guidelines applicable to identify and mitigate risks; Regulatory risk project management ownership including business requirements, analysis and testing for delivery of regulatory solutions including IFRS 9, stress testing, and regulatory requirements; and Utilizing Microsoft Office including Excel for metrics and data analysis, PowerPoint for presentation decks, and Word for writing and editing procedural and technical documentation. 40 hrs./wk. Applicants submit resumes at . Please reference Job ID #25848778. EO Employer.

Wage Range: $161,900 to $161,900/year

Anticipated Posting Close Date:

Responsibilities:

• Investment Counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing, growing and managing investment relationships with ultra-high net worth clients.They should be experienced in the implementation and oversight of investment solutions, and in providing advice and guidance on markets and actionable investment ideas. Appropriate candidates will possess the credibility to cultivate trusting relationships with existing ultra-high net worth clients of Citi Private Bank, and should be entrepreneurial and capable of bringing in new clients/investment relationships. Candidates for the position should be collaborative and team oriented, able to leverage a wide array of internal partners.
• An individual in this role will be expected to:
• Function as the primary client contact and trusted investment advisor for clients, including direct selling , determining suitability, identifying product specific opportunities, portfolio advice and after sales execution (in partnership with the Banker team)
• 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.
• Actively look for cross sell opportunities in others areas of the bank, in particular lending, trust and institutional markets solutions, etc.
• Partner with Bankers to prospect for new investment business
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

• 6-10 years of experience
• Robust experience in providing investment advice and solutions.
• CFA
• Requires good analytical skills in order to filter, prioritize and validate potentially complex material from multiple sources. Exercises wide degree of latitude and discretion.
• US Only: S7, S66 (or 63), S3; NOTE: Securities Industry Exam (SIE is a prerequisite to the S7)

Education:

• Bachelor's/University degree, Master's degree preferred

Anticipated Posting Close Date:

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• Acquire new clients through converting referralleads
• Manage client follow-up and adhere to all Regulatory and Compliance operatingprocedures.
• Ensure that KYC/AML and other compliance norms are strictly adhered.
• Partner with all roles on branch team to ensure all clients have a positive in-branchexperience.
• Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

• 5-8 years ofexperience.
• Strong analytical and financialskills.
• Strong verbal and written communicationskills.
• Organized with strong attention todetails.
• Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience usingMoney Guide Pro, orNaviPlan Select, or similar financial planning software preferred.
• Basic understanding of investment and financial planning strategiespreferred.
• Must be a self-starter, problem solver and a goal-oriented team player able to work withoutdirection.
• Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent.
  • Must meet ALL US FINRA Registration requirements within 150 days of starting in the role.
• InsuranceGroup 1 required.
  • Must meet ALL Insurance Group 1 requirements within 150 days of starting in the role.
• This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures.

Education:

• Bachelor's/University degree or equivalent

Anticipated Posting Close Date: