Financial Relationship Manager

hace 1 semana


Xico, México Citi A tiempo completo

The role of Senior Relationship Manager at Citi is a high-level position that involves assisting clients in raising funds in the capital markets and providing strategic advisory services for mergers, acquisitions, and other financial transactions. This includes serving as an intermediary in trading for clients.

Objective:

To act as a strategic advisor to our clients by formulating investment strategies and raising capital for clients.

Responsibilities:

  • Expand a portfolio of accounts with varying/complex financial needs with the objective of revenue growth and good credit quality in line with Citi's credit standards, policies, and processes
  • Identify customer needs and recommend solutions to address these needs, such as financing, streamlining of cash management operations, foreign currency solutions, etc.
  • Cross-sell banking products, including cash management, trade finance, trade services, structured trade products, foreign exchange, commodities, fixed income, loans (including syndicated, bilateral) and capital market products
  • Responsible for all credit aspects of the relationship including annual reviews, early problem recognition, and remedial management

Qualifications:

  • 6-10 years of experience
  • Comprehensive knowledge of credit analytics and financial modelling
  • Proven expertise in Risk assessment and valuation

Education:

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

This role requires a deep understanding of the client's financial needs and goals. The ideal candidate will have a strong track record of building relationships with clients and delivering results-driven solutions.

The salary for this position is estimated to be around $120,000 per year, based on industry standards and the level of experience required.



  • Xico, México Citi A tiempo completo

    At Citi, we're committed to helping our clients achieve their financial goals. As a Senior Financial Relationship Manager, you'll play a critical role in delivering exceptional client service and building long-lasting relationships with our high net worth individuals.About the Role:We're seeking a highly motivated and experienced professional to join our...


  • Xico, México Citi A tiempo completo

    Citi is a leading global bank seeking a highly skilled Senior Financial Services Relationship Manager to join our team in Mexico City. As a key member of our Private Client Coverage group, you will be responsible for building and maintaining strong relationships with high net worth individuals and families, providing personalized financial solutions to meet...

  • Relationship Manager

    hace 4 semanas


    Xico, México Hsbc A tiempo completo

    Job Title: Corporate Relationship ManagerJob Summary: We are seeking a skilled Corporate Relationship Manager to join our team at Hsbc. As a key member of our team, you will be responsible for managing a portfolio of large corporates and institutional clients, structuring complex loans, and mentoring credit analysts.About the Role:Manage a portfolio of large...


  • Xico, México Citi A tiempo completo

    **Job Overview**Citi is a leading global financial services company that provides consumer banking and credit, corporate and investment banking, markets and securities, and wealth management services. As a Senior Client Relationship Manager, you will play a critical role in building and maintaining strong relationships with high net worth individuals and...


  • Xico, México Citigroup Inc. A tiempo completo

    Citigroup Inc. is seeking a skilled Financial Services Relationship Banker to join our team in Mexico City. In this role, you will be responsible for managing client relationships and providing exceptional customer service.Key Responsibilities:Client Account Management: Review and analyze client needs, proactively engage with clients to validate...


  • Xico, México Banner Bank A tiempo completo

    At Banner Bank, we're driven by a shared passion to deliver exceptional client experiences. Our commitment to excellence has earned us recognition as one of the Best 100 Banks in America and one of the Most Trustworthy Companies.About UsWe have over $15 billion in assets and operate at more than 150 locations throughout Washington, Oregon, Idaho, and...


  • Xico, México Citigroup Inc. A tiempo completo

    Citigroup Inc. is a leading global financial services company offering a range of products and services to individuals, corporations, governments, and institutions.Job OverviewThis role is part of our Consumer Business Development team, which focuses on attracting, maintaining, and growing relationships with clients in our portfolio.The estimated salary for...


  • Xico, México Hsbc A tiempo completo

    Job SummaryWe are seeking a Senior Client Relationship Manager to join our team at Hsbc. In this role, you will be responsible for delivering post-sales support to Global Banking and Markets (GBM) and Commercial Banking (CMB) clients, across a full range of Global Liquidity and Cash Management (GLCM) products.


  • Xico, México Hsbc A tiempo completo

    At Hsbc, we are seeking a highly skilled Business Development Executive to join our team as a Senior Relationship Manager. Company OverviewWe are a leading global banking and financial services organization with a rich history of innovation and customer service. Our goal is to provide our customers with personalized solutions that meet their unique needs...


  • Xico, México Hsbc A tiempo completo

    About HsbcAt Hsbc, we are committed to delivering exceptional banking services to our clients. Our International Subsidiary Banking (ISB) team provides dedicated coverage to the subsidiaries of Commercial Banking (CMB) clients within the corporate segment.About the RoleWe are seeking a highly skilled and experienced Senior Relationship Manager Assistant to...


  • Xico, México Oilandgas.Org A tiempo completo

    Job OverviewWe are seeking an experienced Financial Strategy Manager to join our team at Oilandgas.org. This role is responsible for developing and implementing financial strategies that drive business growth and profitability.


  • Xico, México Citi A tiempo completo

    The position of Senior Corporate Banking Relationship Manager is a key role within the Citi Commercial Bank team. It involves building and maintaining relationships with existing clients, as well as identifying new business opportunities. The ideal candidate will have excellent communication and negotiation skills, with a deep understanding of commercial...


  • Xico, México Citi A tiempo completo

    Job Description:Citi is seeking a talented External Provider Relationship Manager to join our team. In this role, you will be responsible for managing relationships with external providers who supply products and/or services to Citibanamex.Key Responsibilities:Evaluate and manage risks associated with the use of external providers.Ensure compliance with...


  • Xico, México Citigroup Inc. A tiempo completo

    About the RoleCitigroup Inc. is seeking a highly skilled Senior Banking Relationship Manager to join our team. As a key member of our Commercial and Business Sales division, you will be responsible for managing strong commercial relationships with Digital, Tech & Comm client segments.Job SummaryThe successful candidate will have 10+ years of experience in...


  • Xico, México Mufg Mexico A tiempo completo

    At Mufg Mexico, we're looking for a skilled Financial Portfolio Manager to join our team. This exciting opportunity comes with an estimated salary of $85,000 - $110,000 per year.About the RoleWe're seeking an experienced professional to manage our $5 billion CLO portfolio. As a Financial Portfolio Manager, you'll oversee various trade support and...


  • Xico, México Citibank (Switzerland) Ag A tiempo completo

    **Job Overview**Citibank (Switzerland) Ag is seeking a highly skilled Corporate Banking Relationship Manager to join its team in Mexico City. As a key member of our corporate banking group, you will be responsible for acquiring and strengthening relationships with key corporate clients to facilitate the acquisition of banking products.**Estimated Salary:...

  • FP&A Manager

    hace 3 semanas


    Xico, México Inter-Con Security Systems A tiempo completo

    About the RoleWe are seeking a highly skilled FP&A Manager to join our dynamic team at Inter-Con Security Systems, Inc. As a strategic financial planner, you will play a crucial role in supporting our financial planning and decision-making processes.Reporting directly to the Senior Director of FP&A, you will be responsible for building, maintaining, and...


  • Xico, México Td Synnex A tiempo completo

    **About the Role:**We are seeking a Senior Business Relationship Manager to join our team at TD SYNNEX. This role will be responsible for building and maintaining strong business relationships with assigned vendors to drive financial performance.**Key Responsibilities:**Develop and execute vendor business plans, leveraging vendor strengths and resources to...

  • Relationship Manager

    hace 4 semanas


    Xico, México Global Payments A tiempo completo

    OverviewWe are a global leader in payments technology and software solutions. Our mission is to empower businesses and individuals to move money seamlessly, securely, and efficiently.We are currently seeking a skilled Relationship Manager to join our team. This individual will be responsible for building and maintaining strong relationships with our clients,...


  • Xico, México Warner Bros. Discovery A tiempo completo

    Job OverviewWe are seeking a highly skilled Financial Reporting Manager - Consolidations to join our team at Warner Bros. Discovery.