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 Client Executive is a senior level position responsible for the negotiation and implementation of client transactions within the Agency & Trust Team. The role involves leading deal negotiations, ensuring compliance, managing contracts, and collaborating with internal and external stakeholders across a range of banking services.

Job Responsibility:

Lead negotiations and implementation process of Agency & Trust Clients' contracts, ensuring compliance with applicable regulation and alignment with product definitions and internal policies for new and existing transactions
Execution and closing syndicated loan agreements, including new deals and amendments
Liaise and coordinate pre-closing requirements with internal and external clients
Attend work meetings with clients and any parties involved in the structure
Work with Corporate Bank officers and professionals, and participate in particular client transactions, projects or assignments
Responsible for requesting and coordinating support to the internal areas for the execution of customer requirements such as Operations, C&RM, Compliance, Taxes, Legal, etc.
Appropriately assess risk when business decisions are made, demonstrating particular considerations for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to policy, applying ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency
Obtain “sign off” on the Contracts from the parties involved in the negotiation process such as: Client, third parties, external legal counsel and other participants
Obtain “sign off” on the Contracts from Citi Internal participant areas such as: Legal, Compliance, Product, and Operations
Responsible to verify that all precedent conditions, additional approvals and formalities have been obtained prior to executing any Client Contract including but not limiting to: screen all participants or as defined by each country, verify KYC in place, assure Deal Review (regional and local) approvals and requirements have been met, obtain Fee Schedule, internal requirements, etc.
Handle the Contract signing process, coordinating with all internal and external areas involved
Coordinate and liaise with other teams internally and externally, locally and regional, such as law firms, clients, regulatory bodies, and any other party as necessary to ensure successful implementation of new and/or existing transactions
Conduct meetings to discuss the new or existing amended transactions to the participating areas
Works with local teams as appropriate for tracking and follows up for completion and filing of annual reviews, covenant compliance checklists, inspections and other reporting requirements
Prepare checklists: deal implementation, documentation and transaction checklists
Collaborate with Product and Sales Managers on structuring business deals
Serve as main point of contact for the client and the business during the negotiation and implementation process
Participate in Deal Review, Sales, Product, RM meetings
Participate in Client Meetings
Perform follow-ups on Documentation and Deferrals
Respond to Client, Product, Sales, and Operations regarding escalation questions of the deal structure or contractual obligations
Provide insight and recommendations on best practices around policies and procedures.

Requirements:

Knowledge Issuer Services (Agency & Trust)
5 -10 years banking experience
Knowledge of the fiduciary and syndicated loans products, the different roles and services
Proven business engagement skills
Experience of successfully interacting with external and internal clients at all levels
Teamwork, communication and negotiation skills
Ability to work when the situation requires immediate action and manage deadlines or unexpected changes in expectations or requirements
Ability to work unsupervised and adjust priorities quickly as circumstances dictate
Demonstrated problem-solving and decision-making skills
Demonstrated analytical and influencing skills to negotiate
Consistently demonstrates clear and concise written and verbal communication
Fluency in both Portuguese and English
Ability to work in a team-oriented environment
Ability to collaborate across departments in order to deliver effective solutions for our clients
Ability to create connections with client, aiming to provide a satisfactory client experience.

Nice to have:

Portuguese language skills
Master’s degree
Experience in Trust transactions.

What we offer:

Global benefits
Equal opportunity employer policies
Accessibility accommodations.

Additional Information:

Job Posted:
May 30, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Client Executive