LATAM Markets Direct Access (MDA) Specialist
Core
Drive growth of high-value institutional clients in Latin America by identifying and onboarding new accounts for quantitative investment strategies and actively managed certificates.
Role type
Senior IC institutional sales specialist (LATAM markets)
Builds
Institutional Markets solutions and products for Ultra-High Net Worth firms and Family Offices
Domain
Wealth management, institutional capital markets, Latin America
Required skills
Institutional sales, relationship management, multi-asset derivatives, quantitative investment strategies, prime brokerage, structured products, Family Office engagement, regulatory compliance
Preferred skills
Spanish or Portuguese fluency, MBA or CFA designation
Technologies
N/A
Responsibilities
Identify and build relationships with key decision-makers at professional Ultra-High Net Worth firms and Family Offices; Drive the growth of the LATAM client base by expanding accounts and increasing revenue; Collaborate with Private Banking team leaders, Investment Counselors, and other internal partners to present a unified view of Citi's capabilities; Partner with Risk, Credit, and Legal teams to establish and maintain robust operational procedures; Ensure all client referrals and activities adhere to suitability, appropriateness, and regulatory standards.
Seniority
Senior, hands-on IC
