Senior Portfolio Advisor Latam

Citi Handlowy

New York, New York, United States
Base: $170,000.00 - $300,000.00; bonus/equity: dis...
10+ years investment strategy experience
Multi-asset class portfolio construction knowledge
English and spanish language fluency
The role involves driving centralized messaging around the CIO Team's strategy and views to field and clients

Job Summary

  • The role involves driving centralized messaging around the CIO Team's strategy and views to field and clients.
  • Candidates must possess deep knowledge of markets and multi-asset class portfolio construction to contribute to commercial objectives.
  • Citi offers competitive benefits including medical, dental, vision coverage, 401(k), and paid time off packages.

Matching Summary

The role involves driving centralized messaging around the CIO Team's strategy and views to field and clients.

Salary

Base: $170,000.00 - $300,000.00; Bonus/Equity: Discretionary and formulaic incentive awards available; Benefits: Medical, dental, vision, 401(k), life insurance, wellness programs

Skills & Requirements

Must-have

  • 10+ years investment strategy experience
  • Multi-asset class portfolio construction knowledge
  • English and Spanish language fluency

Nice-to-have

  • Entrepreneurial spirit and collaborative mindset
  • Passion for innovation in fast-paced settings
  • Experience with product development opportunities

Key Requirements

  • Bachelor's degree required; Master's preferred
  • US Securities Industry Exam S7 & S66 certification
  • Minimum 10 years of relevant industry experience

Work Rights

Not specified

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