LATAM Markets Direct Access (MDA) Specialist | Senior Vice President
Core
Senior sales leader driving growth of sophisticated private wealth clients in Latin America by connecting them with Citi's institutional Markets franchise.
Role type
Senior Vice President, Institutional Sales & Relationship Management
Builds
High-value client relationships and revenue streams for Ultra-High Net Worth firms and Family Offices in LATAM
Domain
Private Wealth / Institutional Capital Markets
Deliverable
client delivery
Required skills
Institutional sales, relationship management, multi-asset derivatives, quantitative investment strategies (QIS), prime brokerage, structured products, risk management, pipeline management
Preferred skills
Spanish or Portuguese fluency, MBA or CFA, experience with Family Offices
Technologies
N/A
Responsibilities
Identify and onboard new institutional clients; manage overall Markets relationships; lead marketing of QIS and AMCs; collaborate with Private Banking and Investment Counselors; oversee risk and compliance adherence
Seniority
Senior, hands-on IC with strategic leadership