Citi Wealth - VP, Portfolio Consultant

Citigroup Inc.; Miami (FL); On-site; USD 145,000 - 218,000; Full time

Job summary

A leading global financial services firm is seeking a Portfolio Consultant based in Miami, Florida. The role involves identifying investment opportunities, analyzing market trends, and collaborating with financial advisors to enhance client portfolios. Candidates should have 6-10 years of relevant experience and strong quantitative and communication skills. This full-time position offers a competitive salary range and various employee benefits.

Benefits

Medical, dental & vision coverage

401(k) plan

Paid time off packages

Qualifications

• 6-10 years of experience in finance or related field.
• Ability to work in both team and individual settings.

Responsibilities

• Identify investment opportunities for Citi Global Wealth advisors.
• Analyze macroeconomic developments and present findings.
• Coordinate delivery of global investment views.
• Lead discussions on investment strategies.

Skills

Quantitative skills

Written and presentation skills

Team collaboration

Bilingual; Spanish preferred

Education

Bachelor's/University degree

Master's degree preferred

Tools

Securities Industry Exam

S7

S66

Job description

Overview

Portfolio Consultants (PCs) provide asset allocation and macroeconomic strategy and analysis for their target markets. PCs identify, conceptualize, and implement new investment products for highly specialized market segments and drive sales during new product launches. A PC will also work closely with their assigned Financial Advisors to conceptualize, propose, and review tailored investment portfolios for Citi Global Wealth's high net worth clients. A PC will manage the implementation of Citi Global Wealth investment products to identify unusual concentrations of individual products or sectors that deviate from Citi’s recommended Asset Allocation and facilitate rebalancing of accounts and discovery of new revenue opportunities. In addition, a PC will identify opportunities to expand and improve Citi’s existing product platform to determine changes in sales, investment, and portfolio construction strategies that isolate and capitalize on revenue generating opportunities resulting from market movements. A PC will also conduct product benchmarking assessments for financial instruments in the Citi Global Wealth platform to determine performance levels, and periodically review and update product parameters and policies to ensure profitability and compliance with evolving internal policies and external legal and regulatory frameworks.

Responsibilities

• Responsible for identifying short- and long-term investment opportunities for Citi Global Wealth advisors 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. A PC will work with advisors 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 Global Wealth's regional views in consultation with Citi Research regional analysts and local markets units.
• Provide Regional input to Global Investment Committee.
• Write periodical Regional View papers.
• Coordinate successful delivery of GIC's message in the Consumer business.
• Transmit Global Investment Committee views to the field and to Citi Global Wealth clients.
• Work with the advisors 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 Global Wealth themes.
• Participate actively in region's Sales and Research Calls.
• Coordinate successful rollout of Citi Global Wealth Outlook.
• Work closely with the sales management, PC Team Leaders, and Product Heads to help them understand and implement the firm's market views.
• 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

Job Family Group: Private Client Coverage

Job Family: Financial Planning Services

Time Type: Full time

Primary Location: Miami, Florida, United States

Primary Location Full Time Salary Range: $145,040.00 - $217,560.00

In addition to salary, Citi’s offerings may also include 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.

Equal Opportunity Employer. Citi provides equal employment opportunities to all qualified individuals without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

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