Investment Product Sales Specialist

Citigroup Inc.; Chihuahua; On-site; MXN 300,000 - 540,000; Full time

Job summary

Citigroup Inc. in Chihuahua, Mexico is seeking an Investment Sales Officer to support the institutional investment strategy and help manage client portfolios with a focus on asset allocation and risk controls.

The role requires 2-5 years of investment experience, a bachelor’s degree, and the ability to analyze markets and communicate recommendations clearly to clients and bankers. You will work within a team, ensure compliance with policies, and contribute to revenue goals across the division.

Qualifications

• 2-5 years relevant experience in investment related areas
• Knowledge of financial markets and investment strategies
• Bachelor's degree or equivalent experience

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.

Skills

Investment knowledge

Financial markets understanding

Analytical thinking

Attention to detail

Education

Bachelor's degree or equivalent experience

Job description

Citigroup Inc. in Chihuahua, Mexico is seeking an Investment Sales Officer to support the institutional investment strategy and help manage client portfolios with a focus on asset allocation and risk controls.

The role requires 2-5 years of investment experience, a bachelor’s degree, and the ability to analyze markets and communicate recommendations clearly to clients and bankers. You will work within a team, ensure compliance with policies, and contribute to revenue goals across the division.