Banamex - Especialista en Inversiones - Banca Empresarial (Mérida)

Banamex; Mérida; Presencial; MXN 600.000 - 900.000; Jornada completa

Descripción de la vacante

Citi in Mexico is seeking an Investment Sales Officer to implement and monitor institutional investment strategies across offices. The role integrates in-depth investment knowledge with standard industry practices and requires clear communication with cross-functional teams.

The position emphasizes analytical thinking, attention to detail, and professional judgment in evaluating data and client profiles to drive investment decisions.

Formación

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

Responsabilidades

• Ensure correct implementation and monitoring of the institutional investment strategy.
• Manage the appropriate mix of investment assets and monitor portfolios.
• Promote risk prevention and control environment.
• Provide training for bankers/holders.
• Assist development and management of business plans with business management.
• Monitor and assist in meeting the division's revenue goals.
• Propose investment ideas according to market conditions and client profile.

Conocimientos

Investment products

Financial markets knowledge

Educación

Bachelor's degree

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

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