**Responsibilities**:
- An individual in this role will be expected to:
- Function as the primary client contact and trusted investment advisor for clients, including direct selling, determining suitability, identifying product specific opportunities, portfolio advice and after sales execution (in partnership with the Banker team)
- Leverage existing client relationships, local network and investment experience to introduce new ultra-high net worth clients to Citi Private Bank.
- Build and manage a successful practice centered on deepening relationships by providing potential and existing clients with appropriate investment advice and solutions.
- Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities.
- Work across currencies, asset classes, markets and jurisdictions
- Engage and advise clients on brokerage activity and execute trades seamlessly.




- Actively look for cross sell opportunities in others areas of the bank, in particular lending, trust and institutional markets solutions, etc.
- Partner with Bankers to prospect for new investment business
**Qualifications**:
- 6-10 years of experience
- Robust experience in providing investment advice and solutions.
- CFA
- Requires good analytical skills in order to filter, prioritize and validate potentially complex material from multiple sources. Exercises wide degree of latitude and discretion.
- US Only: S7, S66 (or 63), S3; 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 Product Services
- **Job Family**:
Investment Counselor
- **Time Type**:
Full time-
- View Citi’s _EEO Policy Statement_ and the _Know Your Rights_ poster._

📌 Investment Counselor LeadCiudad de Mexico (Ciudad de México)
🏢 Citi
📍 Ciudad de México