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Wealth Management Investment Advisor / Bilingual - Miami Job
Date: Nov 13, 2009
Location: Miami, FL, US
Wealth Management Investment Advisor / Bilingual - Miami
POSITION OBJECTIVE
* Advise and support Relationship Managers (RMs) and their Affluent clients on investments, portfolio construction/monitoring/rebalancing, and risk management.
KEY RESPONSIBILITIES
* Partner with and support RMs and their Affluent clients, providing guidance on asset allocation, securities selection, and suggesting adjustments to client portfolios according to risk tolerance, return objectives and market conditions.
* Work closely with RMs, helping them grow their investment business, retain and attract new clients and assets, and monitoring investment portfolios, making sure they are suitable and within the risk parameters set forth by the business.
* Develop and maintain comprehensive knowledge of Citi's investment product offering, market views, and asset allocation guidelines. Serve as a subject matter expert on specific products/topics, as may be required.
* Enforce quality and compliance control standards, including solicitation policies and suitability guidelines. Follow the concept of responsible sales-appropriately manage the balance between revenue and asset growth, and the client's investment objectives.
* Perform all other duties as assigned.
* 7 years of experience in the financial services industry.
* Relevant experience includes wealth management, investment advisory, financial planning, asset allocation, product management and wholesaling, investment research and analytics.
* Excellent communication, presentation, team-building, and sales skills.
* Advanced degree required. CFP and /or CFA highly desirable.
* Fluency in English and Spanish required. Portuguese is a plus.
* Advanced PC skills. Bloomberg, financial modeling and database software. (Zephyr, Micropal, Morningstar, etc.)
* Series 7 & 66.
Primary Location: Miami, FL, US
POSITION OBJECTIVE
* Advise and support Relationship Managers (RMs) and their Affluent clients on investments, portfolio construction/monitoring/rebalancing, and risk management.
KEY RESPONSIBILITIES
* Partner with and support RMs and their Affluent clients, providing guidance on asset allocation, securities selection, and suggesting adjustments to client portfolios according to risk tolerance, return objectives and market conditions.
* Work closely with RMs, helping them grow their investment business, retain and attract new clients and assets, and monitoring investment portfolios, making sure they are suitable and within the risk parameters set forth by the business.
* Develop and maintain comprehensive knowledge of Citi's investment product offering, market views, and asset allocation guidelines. Serve as a subject matter expert on specific products/topics, as may be required.
* Enforce quality and compliance control standards, including solicitation policies and suitability guidelines. Follow the concept of responsible sales-appropriately manage the balance between revenue and asset growth, and the client's investment objectives.
* Perform all other duties as assigned.
* 7 years of experience in the financial services industry.
* Relevant experience includes wealth management, investment advisory, financial planning, asset allocation, product management and wholesaling, investment research and analytics.
* Excellent communication, presentation, team-building, and sales skills.
* Advanced degree required. CFP and /or CFA highly desirable.
* Fluency in English and Spanish required. Portuguese is a plus.
* Advanced PC skills. Bloomberg, financial modeling and database software. (Zephyr, Micropal, Morningstar, etc.)
* Series 7 & 66.
Primary Location: Miami, FL, US
Nearest Major Market: Miami
Job Segments: Management, Manager
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