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The primary responsibility of an Investment Advisor is to advise UHNW clients (Latin America, non US residents) on investments, portfolio construction and risk management.
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Engage and maintain...
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The Service Officer position is designed to perform service functions supporting the Relationship Managers within segment-specific client base for the IPB and GEB units.
POSITION DESCRIPTION:
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This is a sales and relationship management position with primary responsibilities of servicing and expanding new and existing affluent customers. Initially introducing the client to the Citi...
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The Tailored Portfolio Group (TPG) manages assets across many asset classes for HNW and UHNW clients of the Citi Private Bank and of Morgan Stanley Smith Barney, with approximately $14 billion in...
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Job Responsibilities:
* Deliver Revenue, Expense, and Net Income Plan
* Ensure Liquidity Products exceed risk, compliance and audit standards
* Ensure product offering is competitive in service,...
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Assist Financial Advisors (International), Bankers (Latin America market region) and Clients (Latin America market region) with maximum administrative and Operational support. Clients are typically...
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Position Objective:
* Support the delivery of the Wealth Management consolidated financial reporting & analysis
* Ensure key senior management deliverables are completed accurately and on time while...
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The specialty occupation of the International Financial Advisor provides a wide variety of financial and investment services to a client base in countries other than the United States. Such clients...
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* Coordinate the Global Basel II process for Consumer business in Finance Latin America.
* Responsible for the precision, reliability, and promptness of the financial data
* Manage new projects...
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Service Officers are the link between client facing activity and Citibank's global organization. It is the goal of the service organization to deliver Citibank's products and services to our clients...
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