Citi Wealth - VP, Portfolio Consultant

The Investment Strategy Lead is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.

Responsibilities:

• Responsible for identifying short- and long-term investment opportunities and Global Markets for Citi Private Bank investors in the region and for presenting, commenting and writing about such opportunities in diverse forums
• Provide surveillance of emerging macroeconomic and political developments across the region and will work with Citi Research analysts and product specialists to help identify individual investment opportunities across fixed income, equities and currency markets
• Represent the team's global macroeconomic views in client meetings throughout the region and should be able to express these views in a clear and concise manner.
• Define and present to the sales force Citi Private Bank's Regional Views in consultation with Citi Research regional analysts and local markets units.
• Provide Regional Input to Global Investments Committee
• Write periodical Regional View papers
• Coordinate successful delivery of GIC's message n the region
• Transmit Global Investment Committee views to the field and to Citi Private Bank Clients
• Work with the Investments Lab to identify asset allocation Gaps and with product specialist to define strategies to close such gaps.
• Lead the regional discussion of implementation strategies and action plans for Citi Private Bank Global Themes
• Participate actively in region's Sales and Research Calls
• Coordinate successful rollout of Citi Private Bank Global Outlook
• Work closely with the RIH, IC Team Leaders and Product Heads helping them understand and implement the firm's Market Views.
• Contribute periodically to Quadrant and other Citi Private Bank Publications
• Participate in Sales Calls with Clients and Prospects\
• 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:

• 6-10 years of experience
• Bilingual; Spanish preferred
• Strong quantitative skills, written and presentation skills; Ability to work in both a team and individual creative setting.
• US Only: Securities Industry Exam, S7 & S66; NOTE: Securities Industry Exam (SIE is a prerequisite to the S7)

Education:

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

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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.

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