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Citi Wealth

2 months ago

Doral, United States Citibank Full time

The Investment Sales Service Senior Analyst, also known as the Investment Support Associate, is a seasoned professional role. This position requires in-depth disciplinary knowledge to contribute to the development of new techniques and the improvement of processes and work-flow within the area or function. The role integrates subject matter and industry expertise within a defined area, necessitating a deep understanding of how areas collectively integrate within the sub-function. The responsibilities include evaluating moderately complex issues, demonstrating good analytical skills, and possessing strong communication and diplomacy skills. The role involves assuming informal/formal leadership roles within teams, coaching and training new recruits, and influencing decisions that have a significant impact. Responsibilities: Provide a wide variety of service and support to Banking Teams, Investment Counselors, and Product Specialists across Citi Private Bank Support clients of Citi Private Bank by understanding their investment objectives and assisting in delivering, facilitating, and implementing investment solutions Develop a strong understanding of LatAM regional nuances and client base 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 the client base, be familiar with target clients for various investment products and offerings Manage high call volume, screen and prioritize phone calls, and take initiative with client inquiries Liaise with Private Banking partners including Private Bankers, RO's, and Product Specialists Create proposals and client presentation materials, attend client meetings, audit sales calls and investment reviews, and help follow-up with clients and bankers Support the senior members of the investment team in delivering 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 Assess risk when making business decisions, demonstrating consideration for the firm's reputation and compliance with applicable laws and regulations Qualifications: Portuguese fluency 5-8 years of banking and/or investment experience Strong communication, written, and follow-up skills Detail-oriented with strong time management and organizational skills Ability to work independently and self-motivated Strong Microsoft Office skills and familiarity with Bloomberg US Only: S7 & S63 & S65 or S66 and S31; Securities Industry Exam (SIE is a prerequisite to the S7) Education: Bachelor's/University degree or equivalent experience

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