Job Description

Citi Wealth Investment Solutions delivers holistic investment advice, harnessing Citi’s leading Investment Management, Markets, and specialist teams to provide unique strategies for clients across the entire wealth spectrum.

Within this organization, the Markets Direct Access (MDA) team connects Citi’s most sophisticated private wealth clients with the institutional power of our global Markets franchise. As the LATAM MDA Specialist, you will be instrumental in driving the growth of this high‑value client base in Latin America.

Reporting to the Americas Head of MDA, you will partner closely with Private Bankers, Investment Counselors, the Global Family Office Group, and Markets to identify and onboard new clients, manage the overall Markets relationship, and deliver a best‑in‑class client experience. You will also take the lead with marketing quantitative investment strategies (QIS) and actively managed certificates (AMCs) in the region with clients, working in conjunction with coverage and product partners. Your success will be measured by client growth, revenue generation, and diligent risk management.

This role requires a seasoned sales and relationship management professional with a deep understanding of institutional capabilities, including multi‑asset derivatives, quantitative investment strategies (QIS), prime brokerage, private shares and structured products.

Key Responsibilities

• Client Growth & Relationship Management
  • 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.
• Internal Partnership
  • Collaborate with Private Banking team leaders, Investment Counselors, and other internal partners to present a unified and comprehensive view of Citi’s capabilities.
  • Source and integrate new institutional products and services to meet client needs.
• Risk & Compliance Oversight
  • 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.
  • Uphold the firm’s reputation by applying sound ethical judgment and escalating any control issues with transparency.
  • Appropriately assess risk in all business decisions, safeguarding the firm, its clients, and its assets.

Qualifications

• 10+ years of experience in institutional sales or relationship management.
• Fluency in English is required; proficiency in Spanish and/or Portuguese is strongly preferred.
• Expert knowledge of products and capabilities across asset classes, including:
  • Cash trading, derivatives, QIS, and Actively Managed Certificates (AMCs).
  • Prime brokerage, financing, credit extension, and structuring.
• Proven experience working with Family Offices and navigating institutional suitability requirements.
• Exceptional analytical, interpersonal, and communication skills (written, verbal, and listening).
• Demonstrated history of strong sales and pipeline management; detail‑oriented and organized.
• Bachelor’s degree required; Master’s, MBA, or CFA is a plus.

Salary Range: $95,040.00 - $316,920.00

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.

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review. Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.

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