Agency and Trust Client Executive, Citi

Citi

Location:
Mexico, Ciudad De Mexico

Category:
Banking

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

The Agency & Trust team provides innovative banking solutions to financial institutions, corporate clients, and public sector entities around the world. The business offers a full range of agency, fiduciary, tender and exchange, depository and escrow services in both developed and emerging markets.

Job Responsibility:

Lead negotiations and implementation of Agency & Trust Clients' contracts
Execution and closing syndicated loan agreements
Liaise and coordinate pre-closing requirements with internal and external clients
Attend work meetings with clients and involved parties
Work with Corporate Bank officers and professionals
Coordinate support from internal areas (Operations, IBCO, Compliance, Taxes, Legal)
Assess risk and ensure compliance with regulations
Obtain sign-off on contracts from all parties
Verify precedent conditions and approvals
Handle contract signing process
Coordinate with other teams internally and externally
Conduct meetings to discuss transactions
Prepare checklists for deal implementation
Serve as main point of contact for clients
Participate in Deal Review, Sales, Product, RM meetings
Perform follow-ups on documentation
Respond to escalation questions
Provide insight on best practices

Requirements:

Knowledge Issuer Services (Agency & Trust)
5 years banking experience
Knowledge of fiduciary and syndicated loans products
Proven business engagement skills
Experience interacting with external and internal clients
Teamwork, communication and negotiation skills
Ability to work under pressure and manage deadlines
Ability to work unsupervised and adjust priorities
Demonstrated problem-solving and decision-making skills
Demonstrated analytical and influencing skills
Fluency in both Spanish and English
Ability to work in team-oriented environment
Ability to collaborate across departments
Bachelor's degree in Law or Economic areas (Accounting, Administration, Economics, Finance)

Nice to have:

Negotiation skills
Desire to learn
Eager to grow
Committee presentations experience
Follow-up with operations and tax
Knowledge of trust contracts
Direct dealing with clients
Knowledge of AML
Advanced English level

Additional Information:

Job Posted:
September 18, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Agency and Trust Client Executive