Banamex- banquero privado- vice president
master’s degree preferred
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
responsabilidad
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 de acuerdo a la necesidad.
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 (identificando riesgos y controles).
Colaborar con equipos de inversiones, comerciales y operativos.
Participación en el diseño de estrategias.
Capacidad de negociación
orientación a resultados
servicio al cliente
pensamiento estratégico y habilidad comercial.
Capacidad para construir relaciones de confianza de alto nivel.
Field sales lead officer
responsibilities:
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 that will meet the guidelines established by the partner and partner management teams
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 in assigned geography and vertical
assist in development and implementation of a field intelligence system for prompt reporting of competitive activity, to include citi relationship management platform and analytics
develop and maintain relationships with internal and retail partners, respond in a timely manner to escalated credit issues and concerns, and develop new and enhanced programs to increase new accounts
develop and manage cost center budgets and expenses
appropriately assess risk when business decisions are made, demonstrating particular consideration 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 sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications:
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
ability to work 50%-75% of the time
ability to work out of a home office
consistently demonstrates clear and concise written and verbal communication
education:
bachelor’s degree/university degree or equivalent experience
master’s degree preferred
requisitos:
maestría (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
responsabilidad:
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 de acuerdo a la necesidad.
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 (identificando riesgos y controles).
Colaborar con equipos de inversiones, comerciales y operativos.
Participación en el diseño de estrategias.
Habilidades:
comunicación efectiva
capacidad de negociación
orientación a resultados
servicio al cliente
pensamiento estratégico y habilidad comercial.
Capacidad para construir relaciones de confianza de alto nivel.
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review accessibility at citi. View citi’s eeo policy statement and the know your rights poster.
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