Portfolio Management Specialist
hace 5 días
About Citi
Citi, a leading global financial services company, offers a wide range of consumer and corporate banking services.
Job Summary
We are seeking a highly motivated Portfolio Management Specialist to join our team. This role will involve providing customer service assistance and meeting sales targets for financial products and services within their assigned district or location.
Responsibilities
- Develop and implement sales plans to achieve all monthly and annual new asset referral targets;
- Interact with managers and directors to ensure ongoing communication regarding existing and future client needs;
- Develop and execute integrated sales and marketing strategies that are aligned to sales goals and support sales service activities;
- Ensure adherence to operational controls, including legal, corporate, and regulatory procedures, to ensure safety and security of client and bank assets;
- Monitor improvement of quality of investment consultant activities, including sales targets, referral targets, strict adherence towards compliance, branch huddles;
- Resolve client complaints and issues promptly and efficiently.
Requirements
- 2-5 years of relevant experience;
- Required licenses: Series 7, Series 63, Series 66, and Series 24 or 9/10;
- Previous sales experience preferred;
- Ability to communicate with all levels of management;
- Extensive knowledge of financial and securities industry regulations;
- Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements;
- Effective problem-solving and decision-making skills;
- Consistently demonstrates clear and concise written and verbal communication.
Compensation
The estimated salary for this role is $80,000 - $120,000 per year, depending on experience.
-
Identity Management Specialist
hace 3 semanas
León de los Aldama, Guanajuato, México Celanese International Corporation A tiempo completoIdentity Management Role OverviewAs an Identity Management Specialist at Celanese International Corporation, you will be responsible for implementing and configuring IAM solutions to ensure secure access to our cloud-based systems. Your expertise in Azure AD, SAML, OAuth, and MFA will be invaluable in providing operational support and troubleshooting...
-
Inventory Management Specialist
hace 6 días
León de los Aldama, Guanajuato, México Michelin A tiempo completoJob DescriptionWe are seeking a highly skilled Inventory Management Specialist to join our team at Michelin. This role is responsible for optimizing the total level of PDR inventory while maintaining the service level expected by customers.Key Responsibilities:Ensure the availability of PDR for critical machines and/or critical equipment is...
-
Inventory Management Specialist
hace 6 días
León de los Aldama, Guanajuato, México Michelin A tiempo completoJob DescriptionWe are seeking a highly skilled Inventory Management Specialist to join our team at Michelin.Key Responsibilities:Ensure the necessary information is available for storing and managing parts data (PDR).Codify parts according to established coding rules (REF_319_MMW).Optimize local stock levels based on machine criticality and adapt to evolving...
-
Credit Portfolio Risk Analyst
hace 1 mes
León de los Aldama, Guanajuato, México Citi A tiempo completoThe Credit Portfolio Analyst II is a key role within Citi's Risk Management team, responsible for conducting credit reviews, credit approval, and monitoring the portfolio to identify credit migration. The overall objective of this role is to manage Citi's portfolio exposure to clients and counterparties globally.**Key Responsibilities**:Conduct risk...
-
Financial Management Specialist
hace 4 semanas
León de los Aldama, Guanajuato, México Crealiad A tiempo completoWe are seeking a highly skilled Financial Management Specialist to join our team at Crealiad. This role requires a strong background in managing detailed financial records, including owner's equity and expense tracking. The ideal candidate will have extensive experience in bookkeeping software such as QuickBooks, FreshBooks, and Jobber, and the ability to...
-
Program Management Specialist
hace 2 semanas
León de los Aldama, Guanajuato, México Onibex A tiempo completoCompany OverviewWe are Onibex, a forward-thinking company dedicated to innovation and excellence.Job DescriptionWe seek a highly skilled Program Management Specialist to lead our projects from start to finish.The ideal candidate will have proven experience in IT industries, with at least 2 years of relevant work experience in project...
-
Site Safety Specialist
hace 2 semanas
León de los Aldama, Guanajuato, México Michelin A tiempo completoJob DescriptionAs a Site Safety Specialist at Michelin, you will play a critical role in managing and developing the domain of safety on our sites.We are looking for an experienced professional to join our team and contribute to ensuring compliance with internal regulations and requirements. Key responsibilities include:Identifying external and internal...
-
Offer Management Specialist
hace 4 semanas
León de los Aldama, Guanajuato, México Siemens Energy A tiempo completoJob SummaryJob Title: Offer Management ManagerJob Description:We are seeking a skilled Offer Management Manager to join our team at Siemens Energy. As a key member of our Grid Technology division, you will play a vital role in enabling a reliable, sustainable, and digital grid.Key Responsibilities:Coordinate the development, administration, and cost of...
-
Global Payments Solutions Specialist
hace 3 semanas
León de los Aldama, Guanajuato, México Hsbc A tiempo completoJob Summary:- As a Global Payments Solutions Specialist at Hsbc, you will play a key role in providing expert knowledge of relevant products and services to clients.- This includes acting as a lead sales representative on opportunities with key clients and/or deals, consistently demonstrating the Sales Manager competencies and providing guidance and coaching...
-
Compliance Specialist
hace 4 semanas
León de los Aldama, Guanajuato, México Rijk Zwaan A tiempo completoJob SummaryRijk Zwaan is seeking a highly skilled Compliance Specialist to join our team. As a Compliance Specialist, you will play a crucial role in ensuring the company's compliance with all relevant laws and regulations.Key Responsibilities• Update documents and procedures related to legislation compliance• Supervise the water treatment plant...
-
Occupational Safety Specialist
hace 1 semana
León de los Aldama, Guanajuato, México Michelin A tiempo completoJob SummaryElevate your career as an Occupational Safety Specialist at Michelin, where you'll play a pivotal role in ensuring a safe and healthy work environment.About the RoleWe're seeking an experienced safety professional to join our team. As an Occupational Safety Specialist, you will be responsible for managing and developing the safety domain on our...
-
Senior Quality Assurance Specialist
hace 4 días
León de los Aldama, Guanajuato, México Colgate-Palmolive A tiempo completoEstimated Salary:$75,000 - $110,000 per yearAbout Colgate-Palmolive:Colgate-Palmolive is a leading global consumer products company, tightly focused on Oral Care, Personal Care, Home Care and Pet Nutrition. Our brand portfolio includes some of the most recognizable names in the industry.Job Description:The **Senior Quality Assurance Specialist** will be...
-
Environmental Specialist
hace 4 semanas
León de los Aldama, Guanajuato, México Michelin A tiempo completoKey Responsibilities:The Environmental Specialist will be responsible for managing and developing the Environment domain on the site.Identify external and internal requirements of the domain, including regulatory watch and prescriptions, and propose action plans based on gap analyzes to guarantee the site's compliance with regulations and internal...
-
Category Procurement Specialist
hace 6 días
León de los Aldama, Guanajuato, México Oshkosh Equipment Manufacturing S. De R.L. De C.V. A tiempo completoAbout Oshkosh Equipment ManufacturingOshkosh Equipment Manufacturing S. De R.L. De C.V., a global leader in specialty trucks and access equipment, is seeking a Category Procurement Specialist to support supply chain category management and new product development.About the Role:The successful candidate will be responsible for gathering and manipulating spend...
-
Quality Assurance Specialist
hace 1 mes
León de los Aldama, Guanajuato, México Colgate-Palmolive A tiempo completoQuality Assurance SpecialistThe Quality Assurance Specialist is responsible for ensuring that all projects meet the highest quality and safety standards. This involves coordinating with the project engineer and plant quality departments to execute the project validation process.Key Responsibilities:Prepare and execute project qualification...
-
Crust Planning Specialist
hace 6 días
León de los Aldama, Guanajuato, México Lear Corporation A tiempo completoCrust Planning SpecialistLear Corporation is a leading automotive supplier serving major manufacturers worldwide. We operate in 39 countries, with over 165,000 employees. If you're passionate about logistics and supply chain management, this role may be for you.Job Description:We're seeking a Crust Planning Specialist to lead operations and material flow....
-
Supply Chain Operations Specialist
hace 1 mes
León de los Aldama, Guanajuato, México The Timken Company A tiempo completoSupply Chain Operations SpecialistAt The Timken Company, we're looking for a skilled Supply Chain Operations Specialist to join our team. As a key member of our supply chain team, you will be responsible for ensuring 100% on-time delivery to customer promise. This involves analyzing and coordinating the necessary supply chain activities to meet inventory...
-
Quality Assurance Specialist
hace 2 semanas
León de los Aldama, Guanajuato, México Sanmina Corporation A tiempo completo**Quality Assurance Specialist**Job SummaryWe are seeking a Quality Assurance Specialist to join our team at Sanmina Corporation.Key ResponsibilitiesManage VES's participation in the Sanmina QMS, developing processes and documentation as needed within the QMS.Participate in bi-weekly quality reporting with VES management.Drive factory actions and process...
-
People Operations Specialist
hace 4 semanas
León de los Aldama, Guanajuato, México Wella A tiempo completoPeople Operations SpecialistWella Company is seeking a highly skilled People Operations Specialist to join our team. This role will be instrumental in establishing our People Operation Centre, an exciting change to our People Operating Model. You will report to the People Operations Leader and will have a unique chance to contribute to establishing best in...
-
Commodity Procurement Specialist
hace 1 mes
León de los Aldama, Guanajuato, México Oshkosh Equipment Manufacturing S. De R.L. De C.V. A tiempo completoAt Oshkosh Equipment Manufacturing S. De R.L. De C.V., we design and manufacture specialty trucks and access equipment that serve and protect people and communities worldwide. Our team of over 15,000 employees is united by a common purpose.Job Summary:The Senior Purchasing Specialist role supports global procurement and supply chain functional areas of...