Citi Group Citi Wealth - Investment Sales Services Sr 

United States, Florida, Miami 

286350149

Responsibilities:

• The Investment Sales Assistant Sr. Analyst role is to provide a wide variety of service and support to Banking Teams, Investment Counselors and Product Specialists across Citi Private Bank. The position focuses on servicing clients of Citi Private Bank by understanding their investment objectives, and working with team members to help deliver, facilitate and implement investment solutions.
• Provide high level of support, including but not limited to client market and price updates, new account opening and modification, documentation approval, wire transfers, journals, stock transfers, account maintenance, capital call notices, fixed income maturities, settled free cash, reorganization notices, performance reporting, Executive Financial Services requests
• Develop a strong understanding of LatAM regional nuances and client base in order to provide tailored support to the front office and product specialists
• Take market orders, provide timely execution and follow up
• Build and maintain relationships with client base, be familiar with target clients for various investment products and offerings
• Strong organizational skills, multi-tasking and time management very important
• Manage high call volume, screen and prioritize phone calls, take initiative with client inquiries
• Liaise with Private Banking partners including Private Bankers, RO's and Product Specialists
• Create proposals and client presentation materials. Additionally, may attend client meetings, audit sales calls and investment reviews, and help follow-up with clients and bankers
• Help support the senior members of the investment team in their delivery of investment solutions to clients.
• Monitor and provide guidance on the markets to internal and external clients, incorporating the views of The Private Bank’s Investment Committee.
• 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:

• Portuguese fluency
• 5-8 years of experience
• Banking and/or investment experience Strong communication, written and follow up skills. Detailed oriented and strong time management and organizational skills. Ability to work without direction. Self motivated. Strong Microsoft office skills.
• Banking and/or investment experience
• Strong communication, written and follow up skills. Detailed oriented and strong time management and organizational skills. Ability to work without direction. Self motivated. Strong Microsoft office skills.
• Bloomberg
• US Only: S7 & S63 & S65 or S66 and S31; NOTE: Securities Industry Exam (SIE is a prerequisite to the S7)

• Bachelor's/Universitydegree or equivalent experience

Anticipated Posting Close Date:

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