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Relationship Manager

Mexico, San Pedro Garza García Employment contract · Job Posted November 25, 2025
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Job Description

The RE Relationship Manager is a seasoned professional role that integrates subject matter expertise to manage relationships, structure solutions, and contribute to business development, providing banking and financial advice to clients while ensuring compliance and addressing risks.

Job Responsibility

  • Calls on clients to deepen relationships
  • proactively owns, responds to, uncovers and anticipates future needs, roadblocks or risks and expectations
  • serves as clients' contact point and manages internal departments to address customer service
  • introduces solutions to clients in building and strengthening portfolio
  • works with product specialists to structure innovative and customized solutions
  • ensures compliance deliverables
  • identifies cross-sell opportunities
  • drives innovation in client solutions
  • supports Senior Relationship Managers in structuring deals
  • maximizes client experience with market updates and trends
  • researches and identifies prospective clients
  • networks with clients to identify new business opportunities
  • prepares new transaction submissions and annual reviews
  • protects Citi’s assets and reputation
  • ensures compliance with regulatory requirements and Citi's policies
  • assesses risk in business decisions.

Requirements

  • 5-8 years of experience
  • sound knowledge of banking and investment products and process
  • track record of providing sound banking and financial advice and solutions to clients
  • core credit skills
  • intermediate level of Early Warning Detection skills
  • ability to close deals and proficiently manage the credit origination process
  • gather and maintain credit documentation and monitor accounts
  • advanced understanding of accounting principles, financial modeling and statement analysis
  • ability to work effectively in team setting
  • excellent interpersonal, communication and influencing skills
  • a self-starter with positive/can-do approach
  • embraces changes and is bold
  • high level of energy, enthusiasm and motivation
  • highly focused on priorities
  • passion for creating new business opportunities
  • innovative approaches to meeting clients’ needs
  • proactive in strengthening client relationships
  • ability to embrace new technology
  • adapt priorities based on the latest data insights
  • sharp business development focus.

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