Banamex - Especialista en Inversiones - Banca Empresarial (Mérida)

Citigroup Inc.; Mérida; Presencial; MXN 420.000 - 660.000; Jornada completa

Descripción de la vacante

Citigroup Inc. in Mérida, Mexico seeks an Investment Sales Officer to independently handle investment-related problems and align client profiles with investment strategies. The role integrates in-depth knowledge with industry practices and emphasizes data-driven decision making.

The candidate should have 2–5 years in investment areas, knowledge of financial markets, and the ability to train bankers. Full-time role with a focus on risk management and revenue targets in a global bank environment.

Formación

• 2-5 years relevant experience in investment related areas.
• Knowledge of financial markets and investment strategies.

Responsabilidades

• Ensures the correct implementation and monitoring of the institutional investment strategy, standardizing the performance in all the offices of the Division
• Manages the most appropriate mix of investment assets, customer view and business view; monitoring of investment portfolios
• Promotes risk prevention / control environment
• Provides training for bankers / holders
• Assists the development and management of business plans in coordination with the business management
• Monitors and assists in meeting the revenue goal of the Division
• Proposes investment ideas according to market conditions and institutional vision
• Takes care of the correct alignment of the profile of each client and their investments
• Maintains a total attachment to Sales Practices and RDIP
• Coordinates of public and private placements
• Presents to clients
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets

Conocimientos

Investment knowledge

Analytical thinking

Attention to detail

Communication skills

Educación

Bachelor's degree

Herramientas

Data analysis tools

Descripción del empleo

The Investment Sales Officer is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Requires attention to detail when making judgments and recommendations based on the analysis of factual information. Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and results. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.

Responsibilities:

• Ensures the correct implementation and monitoring of the institutional investment strategy, standardizing the performance in all the offices of the Division
• Manages the most appropriate mix of investment assets, customer view and business view; monitoring of investment portfolios
• Promotes risk prevention / control environment
• Provides training for bankers / holders
• Assists the development and management of business plans in coordination with the business management
• Monitors and assists in meeting the revenue goal of the Division
• Proposes investment ideas according to market conditions and institutional vision
• Takes care of the correct alignment of the profile of each client and their investments
• Maintains a total attachment to "Sales Practices" and "RDIP"
• Coordinates of public and private placements
• Presents to clients
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

• 2-5 years relevant experience in investment related areas
• Knowledge of financial markets and investment strategies

Education:

• Bachelors/University degree or equivalent experience

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

• Figura Amib 3 (Indispensable)

Job Family Group:

Commercial and Business Sales

Job Family:

Commercial Product Sales

Time Type:

Full time

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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.

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