Banquero Sr. Privado, Citi - Oferta de empleo

Citi

Ubicación:
Mexico, Hermosillo

Categoría:
Banca

Tipo de contrato:
No proporcionado

Salario:

No proporcionado

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Descripción del trabajo:

The Field Sales Lead Officer is an intermediate position responsible for providing customer service assistance and meeting sales targets for financial products and services within their assigned district or location, in coordination with the broader Consumer Sales team. The overall objective is to utilize a wide range of product knowledge to build relationships with clients in order to recognize which financial products and services meet their needs.

Responsabilidades:

Assists in developing short and long product-level strategies to ensure delivery of the financial plan
Responsible for field execution of credit initiatives and achievement of credit goals and objectives
Work with key stakeholders to develop and implement a strategy/contact model for the Field Sales Representatives
Analyze weekly and monthly sales reports, understand field performance, and implement action plans to ensure sales objectives are achieved
Collect and communicate market intelligence around best practices, client feedback and market competition
Assist in development and implementation of a field intelligence system for prompt reporting of competitive activity
Develop and maintain relationships with internal and Retail Partners
Develop and manage cost center budgets and expenses
Gestionar y Desarrollar una cartera de clientes de alto patrimonio
Brindar asesoría integral en soluciones financieras (Productos estructurados)
Fortalecer la relación con los clientes, incrementar la rentabilidad y brindar servicio personalizado
Identificar oportunidades de negocio para ampliar la cartera
Cumplir con los objetivos (Metas establecidas de manera anual)
Asegurar el cumplimiento de las políticas internas y regulatorias
Colaborar con equipos de Inversiones, Comerciales y Operativos
Participación en el diseño de estrategias

Requisitos:

6-10 years of relevant experience
Required licenses: Series 7, Series 63, and Series 65
Sales/Credit experience required
Field Sales and/or client development experience required
Project Management experience preferred
Working knowledge of related industry practices and standards
Consistently demonstrates clear and concise written and verbal communication
Bachelor's degree/University degree or equivalent experience
Master's degree preferred
Maestria (Deseable)
Experiencia minima de 7 años en Banca (Privada- Patrimonial o Empresarial)
Conocimiento en Inversiones
Manejo de Cartera de Clientes (Indispensable)
Certificacion AMIB Figura 3 (Vigente)
Ingles: Intermedio- Avanzado

Deseable:

Project Management experience
Master's degree
Maestria

Información adicional:

Oferta publicada:
30 de octubre de 2025

Tipo de empleo:

Tiempo completo

Tipo de trabajo:

Trabajo presencial

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Banquero Sr. Privado