Senior Corporate Banking Relationship Advisor

Banamex; Estado de México; On-site; MXN 1,800,000 - 3,000,000; Full time

Job summary

The Senior Relationship Associate at Citi Institutional Banking in Mexico leads client advisory on capital markets and strategic transactions, coordinating with the Institutional Banking team to raise capital and structure financing.

You will serve as a trusted advisor, manage credit requests, document negotiation, and work with treasury clients to optimize cash management and funding strategies while ensuring compliance and client satisfaction across transactions.

Qualifications

• Bachelor's degree in Finance or closely related field; MBA preferred.
• 15+ years of relevant experience in corporate/institutional banking.
• Strong credit skills and knowledge of lending/financing products.
• Familiarity with Citi product range and related tooling (ICG Toolbox, AMC).
• Proven ability to negotiate and structure credit/documentation.

Responsibilities

• Serve as key contact for routine credit requests and documentation.
• Coordinate KYC processes and origination/monitoring.
• Interface with treasurers and cash managers on transactional issues.
• Drive risk assessment and ensure compliance with laws and policy.
• Support closing transactions and client meetings when needed.
• Identify revenue opportunities and monitor product usage and billing.

Skills

Credit skills

Analytical aptitude

Relationship management

Communication

Industry knowledge

Education

Bachelor's degree in Finance

Master's degree preferred

Tools

ICG Toolbox

AMC

ISDA/CSA

Job description

The Senior Relationship Associate at Citi Institutional Banking in Mexico leads client advisory on capital markets and strategic transactions, coordinating with the Institutional Banking team to raise capital and structure financing.

You will serve as a trusted advisor, manage credit requests, document negotiation, and work with treasury clients to optimize cash management and funding strategies while ensuring compliance and client satisfaction across transactions.