Ejecutivo de Inversiones - Estrategia y Gestión de Carteras

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

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.