Citi Group Family Office Principal - LATAM 

United States, Florida, Miami 

968936672

S/he will be available domestically and globally to meet with clients and prospects to support banker and regional engagement and will represent the segment for CPB as an external marketing ambassador.

Internally, the role will be a key conduit for franchise relationships across the segment, building lasting and trusted relationships with key partners across Citi, with the end goal of surfacing new commercial opportunities and improving client outcomes.

Institutional Wealth Sales:

Key Institutional Wealth sales focus includes:

• Supporting existing coverage teams in the sale of core Wealth products where suitable and appropriate.
• Coordinate the sales of Direct Private Investing (“DPI”) to the segment. Deal origination is delivered by the existing DPI product teams.
• In partnership with CGW Capital Markets, coordinate CPB sales efforts around suitable Institutional Capital Markets products, including Strategic Equity Solutions, Commercial Real Estate financing and the Markets Direct Access (“MDA”) product program, among others.
• Coordinate CPB efforts with Banking Capital Markets and Advisory (“BCMA”), including the origination of client introductions where suitable.
• Coordinate access to targeted, episodic BCMA transactions suitable for a subset of Institutional Wealth clients.
• Coordination of the Institutional Wealth sales effort across the Private Bank will require close coordination with relevant product teams, including building an increasingly integrated sales approach with the existing Solutions Sales and Capital Markets teams.

Franchise Partnerships:

S/he will build upon well-established policies, procedures and partnerships to increase the two-way flow of client leads.

Within some specific areas, there will be the scope to drive co-coverage of key franchise names where suitable.

Risk Management:

Show leadership in first line of defense risk management for the segment and coordinate closely with the second line to protect the franchise and improve client outcomes.

Experience:

• Proven track record in driving incremental revenue and new client acquisition strategies in a private bank and/or institutional banking setting
• Extensive and proven experience working with family office executives, principals and family members
• Exceptional knowledge and connectivity within the family office ecosystem of advisors, service providers and centers of excellence
• Experience successfully developing and leading revenue-based consulting business, including marketing, business development and operations
• Exceptional consultative, analytical/business evaluation and problem-solving skills
• Excellent interpersonal skills and ability to develop strong working relationships across a matrixed organization
• Demonstrated coaching and people development experience
• Excellent communication (written and verbal) and presentation skills
• Demonstrated ability to motivate staff
• US: must obtain Series 7 and Series 66 registration if they do not already possess it.
• Fluent in Spanish and/or Portuguese

Competencies:

• Team player
• Excellent communicator (staff, clients and colleagues)
• Customer and quality focused
• Thinks strategically – sees the big picture
• Leads by example and is seen as a “role model”
• Is highly regarded and respected within the community
• Ability to handle complex client situations; solution provider
• Ability to influence others (staff, peers and superiors)
• Thinks outside of the box
• Highly motivated to succeed; results oriented
• Self-starter; entrepreneurial spirit
• Active listening skills
• Change agent/flexible

• Bachelor’s/universitydegree; master’s degree preferred

Anticipated Posting Close Date:

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