Banamex Subdirector De Inversiones Bei - División Metropolitana Cdmx

09516 Banco Nacional De Mexico, S.A., Integrante Del Grupo Financiero Banamex; Xico; On-site; MXN 900,000 - 1,300,000; Full time

Job summary

Banco Nacional de Mexico, S.A., Integrante Del Grupo Financiero Banamex is seeking a Sales Support Senior Manager to guide a professional team in the Metropolitan area. You will oversee client onboarding, invest product advisory, and collaborate with cross-functional partners to deliver high-quality service.

The role emphasizes strong leadership, risk awareness, and the ability to drive process improvements within a regulatory framework. Fluency in English and Spanish is valued.

Qualifications

• Experience and knowledge of Investment Products (Investment funds, Repo, Structured Notes, Warrants, Capital Markets and Debt Markets)
• Experience in client service
• Experience managing high-performing teams

Responsibilities

• Provide investment advisory to corporate clients
• Support investment business management (identifying opportunities, pipeline management, execution, relation with Relación Banking)
• Operate via bank systems to buy/sell investment instruments
• Manage databases to track portfolios, identify rebalancing opportunities and concentration risks
• Lead teams as Team Leader of the Metropolitan Division

Job description

The Sales Support Sr Manager accomplishes results through the management of professional team(s) and department(s). Integrates subject matter and industry expertise within a defined area. Contributes to standards around which others will operate. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the entire function. Requires basic commercial awareness. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Has responsibility for volume, quality, timeliness and delivery of end results of an area. May have responsibility for planning, budgeting and policy formulation within area of expertise. Involved in short-term planning resource planning. Full management responsibility of a team, which may include management of people, budget and planning, to include duties such as performance evaluation, compensation, hiring, disciplinary and terminations and may include budget approval.
Responsibilities:

• Monitors and ensures accurate execution for sales and client request to the team.
• Participates in initiatives to improve client and account management process.
• Maintains MIS to track end-to-end process for tracking turnaround times of deliverables from team.
• Assists in Client Onboarding and monitor smooth process for account opening, documentation and ensure all required documents are well collected, verified, stored and provide clients with feedback on onboarding status.
• Provides guidance in the role of subject matter expert in the areas of account opening, tax and local market documentation to both Citi staffs and external clients.
• Works with Account Control team to ensure regulatory reviews of all clients are performed.
• Partners with Credit Risk Officers to ensure that all client review materials are in place and completed.
• Ensures service engagement is a satisfying experience for clients through ensuring sincere, timely and effective completion of client’s service requests.
• Effectively manages risk and foster an environment that is knowledgeable about risk, abides by risk guidelines & controls.
• Collaborates with your other regional counterparts to achieve a global, regional or product consistent framework for the services provided.
• Leads process Improvement through innovation and transformation projects.
• 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, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

Qualifications:

• Bachelors Degree or Equivalent Financial Services Experience with 5 + years managerial/sales supervisory experience.

Education:

• Bachelors degree, potentially Masters degree

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

Objetivo Principal de la Posición

Gestionar al Equipo de Inversiones que atiende a los clientes de la Banca Empresarial e Institucional en la División Metropolitana CDMX, así como apoyar en las distintas iniciativas de Inversiones a la Banca de Relación de dicho semgneto

Experiencia y conocimiento laboral

• Experiencia y conocimiento de Productos de Inversión (Sociedades de Inversión, Reportos, Notas Estructuradas, Warrants, Mercado de Capitales y Mercado de Deuda)
• Experiencia en atención y servicio al cliente
• Experiencia manejando equipos de alto rendimiento

Nivel de estudios:

• Licenciatura / Ingeniería con Especialidad Económica / Financiera (Titulado)
• Maestría / CFA / CAIA (deseable)

Funciones principales:

• Asesoría en Inversiones a Clientes (Personas Morales)
• Apoyo en la Gestión de negocio en Inversiones (identificación de oportunidades, gestionar pipeline, ejecución, relación con la Banca de Relación)
• Operar / Ejecutar a través de los sistemas del Banco la compra / venta de instrumentos de inversión
• Manejo de bases de datos para gestionar carteras, identificando oportunidades de rebalanceo y potenciales riesgos de concentración en las carteras de los clientes
• Apoyo en liderar Equipos como Team Leader de la División Metropolitana

Otros:

• Promover la integridad y confianza:
• Garantizar un ambiente de control apegado a la normatividad local, global y corporativa aplicable
• Garantizar un ambiente sano, positivo y proactivo
• Asegurar el 100% de cumplimiento de todos los requisitos regulatorios, internos e Institucionales
• Asegurar la consecución de los objetivos del área
• undefined
• Manejo de idioma Inglés en nivel avanzado (conversación y lectura)
• Certificación AMIB figura 3 vigente

Habilidades y Competencias:

• Habilidad para establecer relaciones interpersonales
• Experiencia en liderar Equipos
• Negociación y comunicación
• Conocimiento y habilidad para manejo de bases de datos (uso avanzado de Excel)
• Trabajo en Equipo
• Habilidad de comunicación
• Orientación al cliente
• Enfoque a resultados y actitud proactiva
• Gestión estratégica
• Excelente ortografía y redacción
• Altos estándares de control
• Creatividad

------------------------------------------------------

Job Family Group:

Commercial and Business Sales

------------------------------------------------------

Job Family:

Commercial Sales Support

------------------------------------------------------

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.

------------------------------------------------------