Financial Advisor - CITI

  • Primary Location: United States,Florida,Miami

    • Education: Bachelor's Degree

    • Job Function: Private Client Coverage

    • Schedule: Full-time

    • Shift: Day Job

    • Employee Status: Regular

    • Travel Time: No

    • Job ID: 19018529


Citibank, N.A. seeks a Financial Advisor for its Miami, Florida location.


Duties: Provide portfolio management and advice to ultra-high net worth Latin America (LATAM) customers investing in the US. Assess clients' assets, liabilities, cash flow, and financial objectives to provide targeted investment product opportunities. Utilize in-depth knowledge of financial products to prepare and recommend tailored investment strategies. Perform asset allocation and portfolio rebalancing activities. Hold responsibility for prospecting and acquiring new clients and manage all aspects of the customer relationship, including acquisition, servicing and retention.


Requirements: Requires a Bachelor’s degree in Business Administration, Finance or closely related field and 5 years of progressive, post-baccalaureate experience in the position offered or closely related position advising LATAM customers. Must have 5 years of work experience with: Providing investment product opportunities and financial advisory services to LATAM clients; Portfolio diversification and product allocation; Identifying new targeted clients; Analyzing financial products to recommend targeted financial solutions to clients. Qualified applicants submit resumes referencing job code EJ/FA/MG to Citigroup Recruiting Dept., 3800 Citigroup Center Dr., Tampa, FL 33610. Citigroup is an EOE Employer. This position is eligible for incentives pursuant to Citigroup’s Employee Referral Program. Direct applicants only.