Private Banker Sr Lead C14

hace 6 días


Ciudad de México Citi A tiempo completo

**Responsibilities**:

- Actively identify prospects and establish contact with them/convert prospects into clients.
- Demonstrate an in-depth understanding of clients’ businesses and sources of wealth generation.
- Anticipate events in a client’s life and business which have significant financial implications.
- Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters.
- Build relationships with client families that cross generations to establish long-term connections to the Citi Private Bank.
- Effectively manage client expectations regarding what can and cannot be executed on their behalf.
- Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate.
- Uncover needs that are not articulated or clearly expressed by the client.
- Bring together the product experts to develop long-term solutions to strengthen relationships with the firm.
- Help clients achieve broad financial/investment goals related to the creation and management of wealth.
- Develop tailored solutions that address clients' investment, risk management, and financing/liquidity needs.
- Set challenging goals, regularly monitoring progress and making adjustments to achieve objectives.
- Plan and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction.
- Establish a referral network and gain introductions to potential clients which generate new sales.
- Close the deal, making concessions that are appropriate and in line with the fundamental interests of the Citi Private Bank.
- Help team members acquire the experience necessary to establish credibility with clients and intermediaries.
- Demonstrate strong commitment to team success and place team goals above personal achievement.
- Encourage team members to work together to deepen client relationships and exceed sales goals.
- Align complementary experiences and skill sets of team members to maximize client effectiveness.
- Build relationships/partner with support groups in Citi Private Bank to maintain control, find solutions and resolve issues.
- Follow standard procedures and advocate appropriate exceptions to standard practices when the bigger picture needs to be considered, and seek or grant approvals as appropriate.
- Ensure compliance on regulatory requirements and minimizes any potential liability for Citi.
- Ensure strong controls and effective operational and administrative services.
- Set an example of behaviour to all staff.
- Partner with colleagues across the Citi network to leverage capabilities and share expertise.
- Ensure clients are presented with seamless execution of internal processes and Citigroup services.
- Prioritize issues that need to be escalated, getting the appropriate people involved to expedite resolution.
- Understand and communicate the risk involved with various investment strategies.
- Establish credibility and trust with all Citi Private Bank colleagues, maintaining the highest standards of personal and professional integrity.
- Persevere in delivering what is promised, even when obstacles arise.
- Flag and report illegal or improper transactions, complying with all regulatory policies and control procedures regarding client acceptability.
- Understand the broad array of products and services under the Citi umbrella.
- Develop expertise to identify business opportunities and address the unique needs of specific client segments.
- Keep abreast of financial industry developments and current global market conditions.
- Present and communicate complex financial concepts and investment strategies with the highest degree of professionalism.
- Seek continuous improvement, learn from mistakes and adapt behaviour, based on feedback from clients and colleagues

**Qualifications**:

- 10+ years of experience
- Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling

**Education**:

- Bachelor's/University degree, Master's degree preferred
- **Job Family Group**:
Private Client Coverage
- **Job Family**:
Private Banker
- **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



  • Ciudad de México, CDMX Citi A tiempo completo

    **Responsibilities**: - Actively identify prospects and establish contact with them/convert prospects into clients. - Demonstrate an in-depth understanding of clients’ businesses and sources of wealth generation. - Anticipate events in a client’s life and business which have significant financial implications. - Serve as a trusted advisor to clients who...


  • Ciudad de México, Ciudad de México PER, Private Equity Recruitment A tiempo completo

    About the RoleWe are seeking a seasoned Residential Asset Manager to join our team at PER, Private Equity Recruitment. This exciting opportunity is with a top-tier private equity real estate fund focused on vertical residential projects in Mexico.Key ResponsibilitiesLead the strategic management of the fund's diverse residential portfolio, ensuring alignment...


  • Ciudad de México Citi A tiempo completo

    The Citigold Relationship Banker is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencies in data or results,...

  • Citi | Business Risk

    hace 5 días


    estado de méxico Citi A tiempo completo

    Business Risk & Control Sr. Lead (C14) - SVP Citi MXN 400,000 - 600,000 The Global Financial Controls (GFC) team is strategically placed within the Controller’s Chief Administrative Office under Finance. This role will drive Process Deep Dives and Audit / Exam management and will closely work with Citi Controllers Team, All three Lines of Defense (LOD) and...


  • Ciudad de México, Ciudad de México PER, Private Equity Recruitment A tiempo completo

    Job Summary">We are seeking a highly skilled Senior Associate to join our team in Mexico City. As a Lead Renewable Energy Associate, you will play an active role in all aspects of investment transactions, from origination through to execution and asset management.">About the Role">Originate and execute deals in the renewable energy sector across Latin...

  • Open Sr Lead Uif

    hace 4 meses


    Ciudad de México, CDMX Santander A tiempo completo

    OPEN Sr Lead UIF / Sanciones Country: Mexico - Análisis e investigaciones de operaciones inusuales, con la finalidad someterlas a consideración del CCC y en su caso, reporte a la autoridad. - Definición para la automatización de procesos de análisis de casos (redes y vínculos) - Realizar la identificación de clientes vinculados por operativa,...


  • Ciudad de México, CDMX Citi A tiempo completo

    The Prod Ctrl Sr. Lead Analyst is a senior management level position responsible for accomplishing results through the management of a team or department in an effort to ensure the completeness, accuracy and integrity of the bank's books and records in coordination with the Finance team. The overall objective of this role is to drive efforts to control and...


  • Ciudad de México PER, Private Equity Recruitment A tiempo completo

    Head of Asset Management, International PE RE Fund, Residential Sector, Mexico City, Mexico **About our client** Our client-a recognised private equity real estate fund focused on vertical residential projects-has a unique opportunity to join their top notch team as Head of Asset Management. You will play a pivotal role in optimising and managing the...


  • Ciudad de México Private Equity Recruitment Ltd A tiempo completo

    **Reference** 12048 **About our client** We are currently working with a major player in the Mexican power industry with more than 20 years of experience in the energy sector. Backed by a leading global infrastructure fund, our client has an exciting new opening for a Director of M&A. You will play a key role from deal sourcing/origination through to...


  • León de los Aldama, Guanajuato, México Citi A tiempo completo

    About Citi">Citi is a leading global bank dedicated to serving the needs of individuals, businesses, and institutions. As a Citigold Relationship Banker, you will play a critical role in helping our clients achieve their financial goals.Job OverviewThe Citigold Relationship Banker is a key position responsible for building and maintaining strong...


  • Ciudad de México, CDMX Servicios Comerciales Amazon Mexico S. de R.L. de C.V. A tiempo completo

    8+ years of team management experience - 5+ years of account management, project or program management or buying experience - Bachelor's degree - Experience with vendor negotiations, pricing and promotion or inventory management - Experience driving internal cross-team collaboration - Experience at a senior level in the fashion industry ideally in an...

  • Client Service Manager

    hace 7 meses


    Ciudad de México Citi A tiempo completo

    The Client Service 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. Strong...

  • Sr Lead Consultant

    hace 3 meses


    México, Zac. BirlaSoft A tiempo completo

    Country/Region: MX- Requisition ID: 18285- Work Model: Remote- Position Type: Permanent- Salary Range: - Location: MEXICO CUST SITE**Title**:Sr Lead Consultant**: - Description: - Sr. Windchill Migration Development Consultant **Responsibilities**: - Should be expert in Windchill Migration using Windchill Bulk Migrator (WBM) - at least have executed 3-4...


  • Ciudad de México, CDMX Servicios Comerciales Amazon Mexico S. de R.L. de C.V. A tiempo completo

    5+ years of product or program management, product marketing, business development or technology experience - Experience with end to end product delivery - Experience as a product manager or owner - Bachelor's degree or certificate of completion of studies required plus at least 8+ years of professional background - Fluent in both, English and Spanish Are...

  • Sr. Test Lead

    hace 4 meses


    Ciudad de México, CDMX Lionbridge A tiempo completo

    Mexico City, Mexico**Job Title**: Sr Test Lead **Location**: [Specify Location] **Compensation**: [Specify Compensation] **Senior Test Lead** **Level Up Your Career at Lionbridge Games!** As a **Senior Test Lead** at Lionbridge Games, you’ll be an essential part of our mission to deliver epic gaming experiences. Bring your unique skills to help us keep...


  • Ciudad de México DevTech Systems, Inc. A tiempo completo

    About Us: DevTech Systems, Inc. (DevTech) is an international consulting firm dedicated to development, with 37 years of experience providing advisory services and technical assistance to government, private sector, and civil society stakeholders in more than 100 countries. We are a data driven organization that specializes in informing policy making by...


  • Ciudad de México Private Equity Recruitment Ltd A tiempo completo

    **About our client** Our client—a recognized private equity real estate fund focused on vertical residential projects—has a unique opportunity to join their top notch team as Head of Asset Management. You will play a pivotal role in optimizing and managing the performance of the company's portfolio of residential projects in Mexico **What the job...


  • Ciudad de México Private Equity Recruitment Ltd A tiempo completo

    **About our client** Our client—a recognised private equity real estate fund focused on vertical residential projects—has a unique opportunity to join their top notch team as Head of Asset Management. You will play a pivotal role in optimising and managing the performance of the company's portfolio of residential projects in Mexico. **What the job...

  • Lead Product Architect

    hace 7 meses


    Ciudad de México UST A tiempo completo

    **Technical Lead / Sr Architect** **Lead I - Product Architect **Who we are**: Born digital, UST transforms lives through the power of technology. We walk alongside our clients and partners, embedding innovation and agility into everything they do. We help them create transformative experiences and human-centered solutions for a better world. UST is a...

  • Sr Accounting Lead

    hace 1 día


    Ciudad de México Expeditors A tiempo completo

    Descripción de la empresa Expeditors is a Fortune 500 global logistics company that satisfies the increasingly sophisticated needs of international trade through customized solutions and seamless, integrated information systems. We pride ourselves on being a solutions-based organization and take time to understand each customer’s individual business...