Estratega de Inversiones y Gestión de Carteras

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

Descripción de la vacante

Citi in Mérida, Mexico is seeking an Investment Sales Officer to advance institutional investment strategies and manage client portfolios. The role requires analytical thinking, attention to detail, and strong communication to coordinate with bankers and business teams.

You will help monitor portfolios, promote risk controls, train bankers, and align client profiles with investments while ensuring compliance with Citi's policies and RDIP.

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
• Present 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.

Conocimientos

Investment knowledge

Analytical thinking

Attention to detail

Communication skills

Educación

Bachelor's degree or equivalent

Descripción del empleo

Citi in Mérida, Mexico is seeking an Investment Sales Officer to advance institutional investment strategies and manage client portfolios. The role requires analytical thinking, attention to detail, and strong communication to coordinate with bankers and business teams.

You will help monitor portfolios, promote risk controls, train bankers, and align client profiles with investments while ensuring compliance with Citi's policies and RDIP.