Banamex Team Leader Inversiones BEI - ZAPOPAN

The Investment Sales Manager provides full leadership and supervisory responsibility. Provides operational/service leadership and direction to team(s). Applies in-depth disciplinary knowledge through provision of value-added perspectives or advisory services. May contribute to the development of new techniques, models and plans within area of expertise. Good communication and diplomacy skills are required. Generally has responsibility for volume, quality, timeliness of end results and shared responsibility for planning and budgets. Work affects an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family. Full supervisory responsibility, ensuring motivation and development of team through professional leadership to include duties such as performance evaluation, compensation, hiring, disciplinary and terminations as well as direction of daily tasks and responsibilities.

Responsibilities:

• Supports team in charge of the management of the portfolio of clients for the placement of investment products.
• Finds areas of opportunity in products and services.
• Develops divisional strategies and execution of the Business Plan of the Division.
• Executes of central strategies.
• Partners with the Division Management at all levels
• Applies in-depth understanding of the business impact of technical contributions
• 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, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

Qualifications:

• 5-8 years sales experience;. 2 years of supervisory experience
• Analytical skills Ability to filter, prioritize and validate potentially complex material from multiple sources.
• Intermediate proficiency in English

Education:

• Bachelors/University degree or equivalent experience

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.


 

Team Leader Inversiones / Banca Empresarial / Guadalajara

Objetivo Principal de la Posición

Asesorar y gestionar el portafolio de Inversión de los clientes de la Banca Empresarial (Personas Morales), considerando todas las clases de activos y productos disponibles. Identificar las principales oportunidades en inversiones, a través de la Banca de Relación, considerando los objetivos y necesidades de los clientes.

Experiencia y conocimiento laboral

• Experiencia y conocimiento de Productos de Inversión (Sociedades de Inversión, Reportos, Notas Estructuradas, Warrants, Mercado de Capitales y Mercado de Deuda)
• Experiencia en atención y servicio al cliente

Nivel de estudios:

• Licenciatura / Ingeniería con Especialidad Económica / Financiera (Titulado)
• Maestría / CFA / CAIA (deseable)

Funciones principales:

• Coordinar al Equipo de Inversiones de la División Occidente
• Asesoría en Inversiones a Clientes (Personas Morales)
• Apoyo en la Gestión de negocio en Inversiones (identificación de oportunidades, gestionar pipeline, ejecución, relación con la Banca de Relación)
• Operar / Ejecutar a través de los sistemas del Banco la compra / venta de instrumentos de inversión
• Manejo de bases de datos para gestionar carteras, identificando oportunidades de rebalanceo y potenciales riesgos de concentración en las carteras de los clientes

Otros:

• Promover la integridad y confianza:

• Garantizar un ambiente de control apegado a la normatividad local, global y corporativa aplicable
• Garantizar un ambiente sano, positivo y proactivo
• Asegurar el 100% de cumplimiento de todos los requisitos regulatorios, internos e Institucionales
• Asegurar la consecución de los objetivos del área
• Manejo de idioma Inglés en nivel avanzado (conversación y lectura)
• Certificación AMIB figura 3 vigente

Habilidades y Competencias:

• Habilidad para establecer relaciones interpersonales
• Negociación y comunicación
• Conocimiento y habilidad para manejo de bases de datos (uso avanzado de Excel)
• Trabajo en Equipo
• Habilidad de comunicación
• Orientación al cliente
• Enfoque a resultados y actitud proactiva
• Gestión estratégica
• Excelente ortografía y redacción
• Altos estándares de control
• Creatividad

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Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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