Senior Portfolio Manager

hace 2 semanas


Metepec, México Citi A tiempo completo
Job Summary

We are seeking a highly motivated and experienced Senior Portfolio Manager to join our team in Toluca. As a key member of our Consumer Sales department, you will be responsible for providing exceptional customer service and meeting sales targets for financial products and services within your assigned district or location.

About the Role:

  • Develop short and long-term product-level strategies to deliver financial plans
  • Execute credit initiatives and achieve credit goals and objectives
  • Work with stakeholders to develop and implement a strategy/contact model for Field Sales Representatives
  • Analyze sales reports and implement action plans to achieve sales objectives
  • Collect and communicate market intelligence on best practices, client feedback, and market competition
  • Assist in developing and implementing a field intelligence system for prompt reporting of competitive activity
  • Develop and maintain relationships with internal and Retail Partners
  • Fulfill clients' needs while providing an exceptional client experience

Requirements:

  • 6-10 years of relevant experience in portfolio management
  • 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 from home office

Education:

Bachelor's degree/University degree or equivalent experience; Master's degree preferred

Salary Estimate: $60,000 - $80,000 per year



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