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Citi Wealth Investment Solutions provides holistic investments advice to clients across the wealth continuum, harnessing Citi’s leading Investment Management offering, Markets capabilities, and specialist teams to provide unique strategies for clients and their portfolios.

The Markets Latin America (LATAM) Solutions Specialist role is part of the Markets team within Citi Wealth Investment Solutions, reporting to the head of Solutions for the Americas. The Solutions team oversees the relationship between Citi Wealth Investment Solutions and Citi’s Institutional lines of business (Markets, Banking, Services), coordinating the referral and execution of transactions that involve Citi’s Wealth clients; these include institutional trading capabilities & strategies, investment and corporate banking services, and Citi’s leading institutional concentrated stock hedging & monetization team.

This is done in partnership with Citi Private Bank’s Global Family Office Group (GFO) who source and develop opportunities for Citi Wealth’s UHNW and sophisticated client base that may require an institutional caliber of capabilities.

Successful applicants will be tasked with overseeing the growth and successful execution of these opportunities across Citi Wealth’s LATAM, as measured by transaction volumes and revenues. Achieving this will require candidates to have significant experience and understanding across a wide range of institutional capabilities, including multi-asset class derivatives, liquid & illiquid financing, prime brokerage & trading, and investment & corporate banking. Strong communication skills are also critical in order to negotiate and coordinate (both internally and externally) at a senior level.

The role is based in Citi’s New York headquarters at 388 Greenwich Street.

Areas of Responsibility:

Markets Direct Access (“MDA”) Program. This program enables Citi Wealth to refer appropriate clients to Markets for coverage by their asset class professionals. Qualifying clients in professional mega wealth and Family Office clients that can trade directly with the various desks in Markets.

Structured Solutions, which includes acquisition / sales of strategic equity solutions, commercial real estate financing opportunities, commodities hedging and financing solutions and other complex structured lending provided out of Markets.

Support the growth of referrals for new clients for the Investment Bank and Corporate Bank (Banking), including ECM and M&A transactions.

Working in close partnership with Citi’s Global Family Office Group to help build a complete understanding of the various capabilities amongst Private Banking team leaders, Private Bankers and Investment Counsellors.

Continuously source new institutional capabilities and services across all asset classes.

Work with Risk, Credit and Legal across the Wealth and Institutional lines of business to develop robust procedures, oversee adherence, suitability and appropriateness, and coordinate the required legal and internal documentation when arranging referrals to non-Wealth lines of 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, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

Qualifications:

10+ years of experience

Spanish or Portuguese language skills required.

Extensive knowledge of products and capabilities across asset classes, including:

Derivatives and cash trading

Prime brokerage, financing, credit extension and structuring

Risk management (credit, market, operational)

Corporate & Investment banking

Experience with Family Offices, and coordinating with sell-side Family Office coverage teams to ensure appropriateness of introducing Wealth Clients to Institutional (non-Wealth) lines of business.

Strong analytical, interpersonal and communication skills essential

Attention to detail, proactive leadership, and strong follow-up skills

Excellent written, listening, and verbal communication skills

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

CFA, MBA degree or other advance degree a plus

Job Family Group:

Private Client Product Services

Job Family:

Investment Capital Markets

Time Type:

Primary Location:

New York New York United States

Primary Location Full Time Salary Range:

$95,040.00 - $316,920.00

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

Anticipated Posting Close Date:

Jul 04, 2024

Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (https://www.citigroup.com/citi/accessibility/application-accessibility.htm) .

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Citi is an equal opportunity and affirmative action employer.

Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.