SME Growth & Lending Partnerships Officer

Banamex; Santiago de Querétaro; On-site; MXN 450,000 - 650,000; Full time

Job summary

Citi in Mexico is seeking a Business Development Officer developing professional role focused on growing lending business in bank assessment areas. You will integrate finance knowledge, build relationships with external clients and internal partners, and deliver high quality financial plans with attention to regulatory compliance.

The role emphasizes planning, research, and presenting prospective business opportunities, including market analysis, SWOT, and competitive landscape, with a strong

Qualifications

• 2–5 years relevant experience in financial services.
• Experience with financial planning software is a plus.
• CFP preferred or working toward CFP designation.

Responsibilities

• Develop business plans and nurture relationships with prospects and clients.
• Coordinate education seminars and outreach to generate business.
• Provide training on lending programs to external partners and internal teams.
• Build and maintain prospect databases and dashboards.
• Perform market research and support new business development initiatives.
• Ensure risk considerations and compliance in business decisions.

Job description

Citi in Mexico is seeking a Business Development Officer developing professional role focused on growing lending business in bank assessment areas. You will integrate finance knowledge, build relationships with external clients and internal partners, and deliver high quality financial plans with attention to regulatory compliance.

The role emphasizes planning, research, and presenting prospective business opportunities, including market analysis, SWOT, and competitive landscape, with a strong