Family Office Principal – LATAM

Full Job Description

The Family Office Group (“the Group”) is a global strategic segment anchored within Citi Private Bank (“CPB”). The Group works in close partnership with regional coverage and product partners, coordinating CPB’s engagement across the Family Office Wealth continuum. The client base ranges from the growing number of sophisticated private clients with an institutional profile and wallet (“Institutional Wealth”) to middle market family office clients with more traditional wealth and asset management needs (“Core Family Office”).

The Group’s primary role is to support new client acquisitions, deepening wallet share and franchise cross-sell for the Family Office segment across Citi Private Bank.