Director nacional de asesoria previsional, Citi

Citi

Ubicación:
Mexico, Ciudad De Mexico

Categoría:
Ventas

Tipo de contrato:
No proporcionado

Salario:

No proporcionado

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Descripción del trabajo:

The Retail Sales Unit Head manages multiple teams of senior professionals through other senior managers. The job requires a broad and comprehensive understanding of the different systems, theories and practices relevant to a function as well as practical experience of multiple business cycles. In-depth knowledge of the industry and direct competitors' products/services is also necessary in order to contribute to the commercial objectives of the business.

Responsabilidades:

Work with multiple partners across the bank including the various product structuring and trading teams, to bring appropriate product to our clients
Proactively reaching out to current and potential broker dealer clients to provide product ideas, improve existing client services and onboard new clients
Continued development of the platform to improve the client experience
Working with the entire 3rd party team on servicing our Platinum and Priority Clients to ensure we are meeting targets
Interaction with the Client Management team to develop proper wallet data for our client base
Be part of a highly motivated team and will be the key person responsible for expanding the client base
Direct client coverage, and management of Retail Sales business
Responsible for the distribution of all Global Markets' products to 3rd party retail client segments by developing and executing an effective sales strategy and partnership
Identify and capture key clients and opportunities, expand client reach and deepen client relationships, build an effective sales team and partnership, and meaningfully grow Citi's retail franchise
Work with product and technology partners to enhance Retail platform and deliver more efficient and competitive product offering, solutions, and experience to clients
Partner with control functions and business management to ensure effective and comprehensive sales processes and supervision
Build a culture of responsible finance, good governance and supervision, expense discipline and ethics
Appropriately assess risk/reward of transactions when making business decisions
Be familiar with and adhere to Citi's Code of Conduct and the Plan of Supervision for Global Markets and Securities Services

Requisitos:

15+ years of experience
10+ years' managerial experience
Finance, business, economic or mathematical degree discipline would be advantageous
Proven track record in developing and maintaining client relationships
Good knowledge of equity derivatives products and the market place
Mathematical knowledge of structured products highly desirable
Client development, from acquisition to ownership
Ability to understand complex issues and present them in a simple way
Advanced negotiation/persuasion skills
Prioritisation and Time Management
Ability to manage multiple demands
Demonstrated track record of managing client relationships and consistently generating revenue
Drive to identify and drive new product and client opportunities
Good understanding of the retail competitive landscape
Excellent verbal and interpersonal skills, and quantitative skills
Experience with derivative pricing and model experience
Self-motivated, innovative, results-oriented individual
Time management/prioritization skills and solid judgment
Outstanding attention to detail and follow-up
Bachelor's/University degree, Master's degree preferred

Deseable:

Master's degree preferred
Mathematical knowledge of structured products

Información adicional:

Oferta publicada:
30 de octubre de 2025

Tipo de empleo:

Tiempo completo

Tipo de trabajo:

Trabajo híbrido

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Director nacional de asesoria previsional