Investment Product Sales Officer
hace 2 semanas
The Investment Sales Officer is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Requires attention to detail when making judgments and recommendations based on the analysis of factual information. Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and results. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams. Responsibilities Ensures the correct implementation and monitoring of the institutional investment strategy, standardizing the performance in all the offices of the Division Manages the most appropriate mix of investment assets, customer view and business view; monitoring of investment portfolios Promotes risk prevention / control environment Provides training for bankers / holders Assists the development and management of business plans in coordination with the business management Monitors and assists in meeting the revenue goal of the Division Proposes investment ideas according to market conditions and institutional vision Takes care of the correct alignment of the profile of each client and their investments Maintains a total attachment to "Sales Practices" and "RDIP" Coordinates of public and private placements Present to clients Qualifications 2-5 years relevant experience in investment related areas Knowledge of financial markets and investment strategies 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. Job Family Group: Commercial and Business Sales Job Family: Commercial Product Sales Time Type: Full time 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. View the EEO is the Law poster. View the EEO is the Law Supplement. View the EEO Policy Statement. View the Pay Transparency Posting. #J-18808-Ljbffr
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Investment Product Sales Officer
hace 2 semanas
Saltillo, México Citi A tiempo completoThe Investment Sales Officer is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives...
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Investment Sales Strategist: Portfolios
hace 2 semanas
Saltillo, México Citi A tiempo completoA leading financial institution seeks an Investment Sales Officer in Saltillo, Mexico, to implement investment strategies across various offices. The ideal candidate will have 2-5 years of experience in investment areas, coupled with a strong understanding of financial markets and investment strategies. This role requires attention to detail and excellent...
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Investment Sales Strategist: Portfolios
hace 2 semanas
Saltillo, México Citi A tiempo completoA leading financial institution seeks an Investment Sales Officer in Saltillo, Mexico, to implement investment strategies across various offices. The ideal candidate will have 2-5 years of experience in investment areas, coupled with a strong understanding of financial markets and investment strategies. This role requires attention to detail and excellent...
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Cash Management Sales Officer
hace 4 semanas
Saltillo, México Citi A tiempo completoThe Cash Management Sales Officer is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the...
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Cash Management Sales Officer
hace 12 horas
Saltillo, México Citi A tiempo completoThe Cash Management Sales Officer is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the...
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Cash Management Sales Officer
hace 7 días
Saltillo, México Citi A tiempo completo**Responsibilities**:- Responsible for actively calling on clients in partnership with RMs to deepen relationships, proactively owning, responding to and anticipating future needs, challenges or risks, in addition to identifying and pursuing new clients aligned with CITI’s value proposition.- Drives innovation on the solutions we provide clients while...
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Cash Management Sales Officer
hace 2 semanas
Saltillo, México Citi A tiempo completo**Responsibilities**:- Responsible for actively calling on clients in partnership with RMs to deepen relationships, proactively owning, responding to and anticipating future needs, challenges or risks, in addition to identifying and pursuing new clients aligned with CITI’s value proposition.- Drives innovation on the solutions we provide clients while...
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Banquero Bau Patrimonial Mty
hace 7 días
Saltillo, México Citi A tiempo completoThe Field Sales Intmd Officer is an intermediate position responsible for providing customer service assistance and meeting sales targets for financial products and services within their assigned district or location, in coordination with the broader Consumer Sales team. The overall objective is to utilize a wide range of product knowledge to build...
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Banquero Bau Patrimonial Mty
hace 4 días
Saltillo, México Citi A tiempo completoThe Field Sales Intmd Officer is an intermediate position responsible for providing customer service assistance and meeting sales targets for financial products and services within their assigned district or location, in coordination with the broader Consumer Sales team. The overall objective is to utilize a wide range of product knowledge to build...
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Sales Manager
hace 2 semanas
Saltillo, México Mubea A tiempo completoAbout MubeaMubea is mainly focusing on the development and production of hot forming tools and challenging tools for high-strength structural parts. Based on the modern production techniques and highly qualified employees weba has developed into an absolute expert in hot forming over the years. Car manufacturers (OEMs) and suppliers (Tier 1s) all around the...
