Banker / Relationship Manager

Natixis Corporate &Amp; Investment Banking; Xico; Presencial; MXN 200,000 - 400,000; Jornada completa

Descripción de la vacante

A leading financial institution in Mexico is seeking a Banker / Relationship Manager to manage relationships with financial institution clients. The role includes driving origination efforts and delivering strategic financial solutions. The ideal candidate will have a Bachelor's degree in Finance, over 5 years of experience in Investment Banking or Global Markets, and be fluent in Spanish and proficient in English. This is a full-time position critical for enhancing revenue streams within the Financial Institutions Group.

Formación

• 5+ years of experience in Investment Banking and/or Global Markets.
• Fluency in Spanish and proficiency in English, oral and written.

Responsabilidades

• Determine and prioritize a portfolio of clients based on market dynamics.
• Originate new business opportunities tailored to clients' objectives.

Educación

Bachelor's Degree in Finance, Business, or a related field

Descripción del empleo

Get AI-powered advice on this job and more exclusive features. We are seeking a Banker / Relationship Manager to lead origination efforts and oversee the commercial relationships within a portfolio of financial institution clients in Mexico.

This role involves working with major economic groups based in Mexico, as well as global clients with an active presence in the country, focusing on banks, pension funds, insurance companies, and asset management funds. As the primary contact for both clients and Natixis internally, you will focus on strategic and commercial idea origination, fostering content-driven and balance sheet-light solutions (Capital, Liquidity, ALM).

Your ambition will be to become a trusted partner and advisor to clients on asset and liability topics, delivering comprehensive solutions through Natixis Corporate & Investment Banking (CIB) across Global Trade, Investment Banking, and Global Markets. Key areas of focus will include Global Markets (FX, Rates, G10, Forwards, Swaps, Repos, Sovereign Flow, Synthetic Finance), Global Trade (Confirming, SBLCs, Trade Finance), Debt Capital Markets (DCM), Term Financing, Sustainable Linked Loans, and Time Deposits.

You will represent all business requests within Natixis for these financial institutions in Mexico, presenting balance sheet asks, credit reviews, and strategic plans to management while collaborating with the Latin America Platform in New York and the Senior Country Manager in Mexico. You will be expected to demonstrate a profound understanding of clients' strategic issues to help originate and enhance Natixis CIB's revenues within this client segment.

Working closely with the Senior Country Manager in Mexico, you will lead efforts to upgrade strategic dialogues with existing clients and identify potential new clients, emphasizing the importance of fostering existing relationships and driving new business through seamless partnerships with Global Trade, Investment Banking, and Global Markets at both the Americas platform level and globally with other Natixis colleagues and overseas offices. In summary, this position is critical for implementing the Financial Institutions strategy within Mexico and Latin America, aimed at growing revenues and market share for the Financial Institutions Group.

Essential Duties and Responsibilities

• Determine and prioritize a portfolio of clients based on Natixis's capabilities and market dynamics.
• Collaborate with Natixis management to drive new initiatives and identify reverse inquiries to pursue business opportunities.
• Serve as the primary contact for all firm-to-firm strategic dialogues with clients, ensuring a client-facing approach in every interaction.
• Originate new business opportunities by closely working with clients' management teams to craft tailored solutions that meet their objectives; create ongoing dialogues that lead to revenue growth in Natixis's key areas of competency, including Global Markets, Global Trade, DCM, and Coverage (Plain Vanilla Financing).

Qualifications

• Bachelor's Degree in Finance, Business, or a related field.
• 5+ years of experience in Investment Banking and / or Global Markets within the financial sector.
• Proven ability to navigate complex cross-border situations, bridging local and global constructs.
• High performer with a proven track record of achieving tangible results.
• Extensive network of industry and client contacts across the sector, capital markets, and treasury.
• Fluency in Spanish and proficiency in English, both written and verbal; proficiency in French is a plus.
• Strong interpersonal and communication skills, both written and oral.
• Ability to adapt nimbly to complex situations and challenges.
• Deep understanding of financial services and banks, including evolving business models, regulatory, and industry trends.
• Familiarity with Asset and Liability Management (ALM) issues faced by banks, along with a comprehensive understanding of industry trends, financing needs, and investment strategies for asset managers.
• Demonstrated ability to thrive in a team-oriented environment.
• Working knowledge of core investment banking and market products and solutions.
• Outstanding risk mindset and credit analysis background.
• Superior analytical, quantitative, and interpersonal skills.
• Strong work ethic and a sense of urgency.
• Comfortable functioning independently and as part of a team, while meeting stringent deadlines and maintaining high-quality standards.
• Highly proficient in Microsoft Excel, Word, and PowerPoint.

If you are a motivated professional looking to make a significant impact in a leading financial institution, we encourage you to apply and join our team at Natixis.

Natixis is an equal opportunity employer, committed to a workplace free of discrimination. Natixis will not tolerate any form of discrimination based on age, color, mental or physical handicap or disability, pregnancy, marital status, sexual orientation, national origin, alienage, ancestry or citizenship status, race, religion, sex (including sex stereotyping, gender identity, gender expression or transgender status), veteran status, creed, genetic information or carrier status, or any other protected characteristic as established by law. Respect for all means that we deal with each person as an individual and not as a member of any group.

All qualified applicants will receive consideration for employment.

Management is expected to provide leadership in supporting the firm's EEO program by taking steps to promote EEO in all facets of employment including recruitment, hiring, retention, promotion, performance assessment, and career-development opportunities.

Seniority levelMid-Senior levelEmployment typeFull-timeJob functionIndustries : Financial Services, Banking, and Investment Banking#J-