The Investment Representative assists mass affluent clients from Latin America with their investment needs in the United States.

Responsibilities:

• Responsible for providing a wide variety of financial and investment services to Latin America mass affluent client base
• Conduct sophisticated economic and financial market analyses.
• Analyze economic trends/activities and advise the effects on the investors' portfolios
• Recommend changes to the investors' holdings after evaluating the economic, financial and market factors and the potential impact on the investors' portfolios.
• Execute trade orders and review for accuracy and correct completion.
• Prepare and process trade corrections, maintain necessary records for compliance as necessary.
• 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.

Qualifications:

• 5-8 years of experience;
• FINRA Series 7 licenses;
• Knowledge of Bloomberg tools;
• Able to work without direction;
• Ability to communicate with co-workers and clients;
• Excellent written and communication skills;
• Strong financial background;
• Bilingual proficiency in English and Portuguese.

Education:

• Bachelor's/University degree or equivalent experience

Bilingual English/Portuguese

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Grade :All Job Level - All Job FunctionsAll Job Level - All Job Functions - US

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Time Type :

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Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

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