Investment Solutions Sales Specialist

Citigroup Inc.; León; Presencial; MXN 360.000 - 600.000; Jornada completa

Descripción de la vacante

Citigroup Inc. in León, Mexico seeks an Investment Sales Officer to integrate investment knowledge with analytical skills. The role focuses on implementing institutional strategies, managing portfolios, and maintaining strict risk controls while coordinating with bankers and clients.

The position requires 2–5 years in investment roles, a bachelor's degree, and AMIB certification. This is a full‑time opportunity within Commercial and Business Sales at Citi.

Formación

• 2-5 years relevant experience in investment related areas.
• Knowledge of financial markets and investment strategies.
• Attention to detail in judgment and recommendations based on data analysis.

Responsabilidades

• Ensures correct implementation and monitoring of the institutional investment strategy across offices.
• Manages mix of investment assets and monitors portfolios.
• Promotes risk prevention and control environment.
• Provides training for bankers/holders.
• Assists development and management of business plans with business management.
• Monitors and assists in meeting the division revenue goals.
• Proposes investment ideas according to market conditions and client profiles.
• Ensures alignment of client profiles with investments.
• Maintains adherence to Sales Practices and RDIP.
• Coordinates public and private placements.
• Presents to clients.
• Assess risk in business decisions and escalate control issues transparently.

Conocimientos

Investment knowledge

Financial markets

Analytical thinking

Educación

Bachelor's degree or equivalent

AMIB certification

Descripción del empleo

Citigroup Inc. in León, Mexico seeks an Investment Sales Officer to integrate investment knowledge with analytical skills. The role focuses on implementing institutional strategies, managing portfolios, and maintaining strict risk controls while coordinating with bankers and clients.

The position requires 2–5 years in investment roles, a bachelor's degree, and AMIB certification. This is a full‑time opportunity within Commercial and Business Sales at Citi.