Relationship Manager
hace 3 días
The Relationship Manager is an intermediate-level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The Relationship Manager also serves as an intermediary in trading for clients. The overall objective of this role is to act as 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**: - 5-8 years of experience - MBA or Master's degree in Business preferred - Proven and progressive related lending/credit experience or equivalent product experience - Demonstrated credit skills, including a background in credit - Experience with large corporate clients, capital markets products, derivatives, credit, cash management, trade, finance and securities products preferred - Comprehensive knowledge of Corporate Banking business including related products, pertinent regulations and the lending and credit approval process - Consistently demonstrate clear and concise written and verbal communication - Proven analytical, planning, negotiation, and organizational skills - Series 7 and 63 licenses preferred **Education**: - Bachelor's degree/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**: Institutional Banking - **Job Family**: Corporate Banking - **Time Type**: Full timeCiti 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
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Relationship Manager
hace 18 horas
Ciudad de México Citi A tiempo completoThe Relationship Manager is an intermediate-level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The Relationship Manager also serves as an...
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Relationship Manager
hace 2 semanas
Ciudad de México Bank of China México A tiempo completoPublicada miércoles, 28 de agosto de 2024 Relationship Manager Bank of China México Ciudad de México, CDMX, México Full Time Banca Empresarial Banca Corporativa Escolaridad Licenciatura terminada Experiência 3-5 años Nível del puesto Manager **Position/Job Purpose**: Main purpose is the establishment and maintenance of bank customer relationships,...
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Business Relationship Manager
hace 3 semanas
Ciudad de México Soorcing A tiempo completoConsultora de tecnología internacional busca un Business Relationship Manager que se integre a su equipo.Principales responsabilidades**Prospección**:Generación de leads (conseguir contactos y lograr citas)Realizar llamadas en frío y mailingPrecalificación y seguimiento de los leads generadosUso de herramientas de prospección**Operación de...
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Broker Relationship Manager
hace 2 semanas
Ciudad de México Zurich Insurance A tiempo completo**Zurich, aseguradora líder a nível internacional te invita a ser parte de su equipo como**: **“Broker Relationship Manager”** **Objetivo**: El Broker Relationship Manager es responsable de liderar un equipo de ventas, desarrollar y ejecutar estrategias comerciales, que permitan alcanzar metas de renovación y venta nueva, maximizando la rentabilidad...
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Csg Relationship Manager
hace 4 días
Ciudad de México Citi A tiempo completo**Responsibilities**:- Calls on clients to deepen relationships and proactively owns, responds to, uncovers and anticipates future needs, roadblocks or risks and expectations;- Serves as clients' contact point and is responsible for managing internal departments to address any customer service issues;- Introduces solutions to clients in building and...
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Csg Relationship Manager
hace 4 días
Ciudad de México Citi A tiempo completo**Responsibilities**: - Calls on clients to deepen relationships and proactively owns, responds to, uncovers and anticipates future needs, roadblocks or risks and expectations; - Serves as clients' contact point and is responsible for managing internal departments to address any customer service issues; - Introduces solutions to clients in building and...
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Brand Manager
hace 23 horas
Ciudad de México, Ciudad de México The Brand Manager A tiempo completoThe Brand Manager is a key member of the client success and operations team at GIGABRANDS. Sitting between the Brand Director and Junior Brand Managers, this role is responsible for managing day-to-day client accounts, executing strategies that drive sales, and ensuring exceptional service delivery across multiple Amazon brands.As a Brand Manager, you'll...
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Relationship Manager
hace 3 semanas
Ciudad de México Natixis Corporate & Investment Banking A tiempo completoWe are seeking a Banker/Relationship Manager to lead origination efforts and oversee the commercial relationships within a portfolio of financial institution clients in Mexico. This role involves working with major economic groups based in Mexico, as well as global clients with an active presence in the country, focusing on banks, pension funds, insurance...
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Digital Relationship Manager
hace 1 semana
Ciudad de México Citi A tiempo completoSignificant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual. **Responsibilities**: - Actively calls on clients to deepen relationships and...
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Relationship Manager
hace 1 semana
Ciudad de México, Ciudad de México Global Payment Holding Company A tiempo completoEvery day, Global Payments makes it possible for millions of people to move money between buyers and sellers using our payments solutions for credit, debit, prepaid and merchant services. Our worldwide team helps over 3 million companies, more than 1,300 financial institutions and over 600 million cardholders grow with confidence and achieve amazing...
