Responsable Family Office

hace 1 mes


distrito federal, México Hovland Barnes A tiempo completo

Empresa del sector financiero, especializada en asesoría y gestión de inversiones para clientes institucionales, con presencia en América Latina, busca un líder estratégico para coordinar y motivar al equipo en la consecución de objetivos de crecimiento, enfocados en diversos segmentos de inversión.

Responsabilidades:
  • Desarrollar la estrategia comercial para el cumplimiento de metas, asegurando el posicionamiento de la empresa y una sólida penetración en el segmento objetivo.
  • Establecer y mantener relaciones de confianza con los clientes, comprendiendo sus necesidades específicas y anticipando sus expectativas futuras.
  • Analizar las tendencias del mercado para ajustar las estrategias de manera oportuna, asegurando que se alineen con las necesidades de los clientes.
  • Asegurar el cumplimiento del presupuesto asignado, gestionando eficientemente los recursos y promoviendo la rentabilidad.
  • Supervisar, dirigir y motivar al equipo de trabajo, promoviendo el desempeño óptimo y la excelencia en cada función.
  • Mantenerse actualizado en la regulación aplicable y su impacto en el sector financiero.
Requisitos:
  • Licenciatura en Finanzas, Economía, Administración o afines.
  • Experiencia de 5 años en áreas comerciales dentro del sector financiero.
  • Inglés avanzado, oral y escrito, indispensable.
  • Certificación como Asesor en Estrategias de Inversión, CFA o CAIA.
  • Amplio conocimiento del mercado de Family Offices, servicios financieros e inversiones, así como de los distintos tipos de activos (renta fija, renta variable y activos alternativos).
  • Dominio de herramientas financieras como Bloomberg, Morningstar y Preqin.
  • Habilidades excepcionales en comunicación y negociación, con orientación al cliente y alto grado de proactividad.
  • Organizado, disciplinado y comprometido con los objetivos de la empresa.
#J-18808-Ljbffr

  • distrito federal, México PER, Private Equity Recruitment A tiempo completo

    About our client Our client is a family office who operates an exclusive complex of residences and restaurants designed for culinary enthusiasts. They are currently seeking for a Director of Finance who can oversee the finances of operations that include a broad range of business units. The ideal candidate brings knowledge and experience in finance for...


  • distrito federal, México Establecimientos Alvarez Cancun A tiempo completo

    Buscamos incorporar un nuevo miembro de nuestro equipo comercial para el sector HORECA en Cancún, encargado de impulsar las ventas y mantener relaciones sólidas con nuestros clientes. Este profesional deberá tener un profundo conocimiento del sector hotelero, especialmente en el área de Alimentos y Bebidas / Cocina, para ofrecer soluciones adecuadas a...


  • distrito federal, México Perez-Llorca A tiempo completo

    We are looking to hire a lawyer for the Employment Law practice at our offices in Mexico. Requirements Degree in Law (Mexico). Between seven to nine years of experience in employment law, both in litigation and employment law advice. A high level of English is essential. The ideal candidate will be looking to join a law firm with international scope, and be...

  • Citigroup Inc. | FP

    hace 3 días


    distrito federal, México Citigroup Inc. A tiempo completo

    The Financial Planning and Analysis Lead Analyst is a senior professional role responsible for providing management with an analysis and insight of Citi’s financial results in coordination with the broader Finance team. The overall objective is to contribute to directional strategy as well as utilize in-depth specialty knowledge to provide advice/counsel...


  • distrito federal (coyoacán), México HMG Hospital Coyoacán A tiempo completo

    Ubicacion: Coyoacán, Ciudad de México, Mexico Tipo: Tiempo completo Únete a nuestro equipo de trabajo, estamos contratando: Escolaridad: Bachillerato (Indispensable certificado). Experiencia: mínima de 1 año en cajas (Cierres, cortes, arqueos, manejo de terminal bancaria, detección de billetes falsos). Habilidades: Manejo de paquetería Office (Word,...

  • FP & A Lead Analyst

    hace 2 meses


    distrito federal, México Citibank A tiempo completo

    The Financial Planning and Analysis Lead Analyst is a senior professional role responsible for providing management with an analysis and insight of Citi’s financial results in coordination with the broader Finance team. The overall objective is to contribute to directional strategy as well as utilize in-depth specialty knowledge to provide advice/counsel...

  • Citibank | Banamex

    hace 8 horas


    distrito federal, México Citibank A tiempo completo

    The Business Analyst is an intermediate level position responsible for the overall administrative activities of a business. These tasks may include contribution to external audits, business continuity activities or addressing regulatory issues. The Business Analyst may assist in activities such as the tracking of business financials, managing employee...


  • distrito federal, México Citigroup Inc. A tiempo completo

    El gerente sénior de valores y derivados es un puesto de nivel gerencial sénior responsable de lograr resultados a través de la gestión de un equipo dedicado a la atención de clientes desde el ángulo operativo, mediante el cual se ejecutan instrucciones de liquidación recibidas por parte del cliente. El objetivo general de este puesto es garantizar la...


  • distrito federal, México Citibank A tiempo completo

    The Ops Sup Sr. Analyst is an intermediate level position responsible for providing operations support services, including but not limited to; record/documentation maintenance, storage & retrieval of records, account maintenance, imaging and the opening of accounts in coordination with the Operations - Core Team. Additionally, the Ops Sup Sr. Analyst serves...

  • Citigroup Inc. | Banamex

    hace 2 semanas


    distrito federal, México Citigroup Inc. A tiempo completo

    The Community Development 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....

  • Business Analyst

    hace 3 semanas


    distrito federal, México HSBC Mexico A tiempo completo

    Job Responsibilities An understanding of the basic principles of Capital & RWA calculations & reporting. Excellent Excel skills including a proficient hands-on working knowledge of Pivot Tables, PowerQuery, VBA. Knowledge of interrogating databases via SQL queries is a plus. An understanding of systems delivery lifecycles and testing principles. Proficient...


  • distrito federal, México Citigroup Inc. A tiempo completo

    The Execution Intermediate Analyst is an intermediate position responsible for performing risk and compliance reviews in coordination with the broader Anti-Money Laundering (AML) team. The overall objective is to utilize in-depth AML knowledge to review, analyze and conduct effective due diligence and investigations on higher risk cases that may be a...


  • distrito federal, México Citigroup Inc. A tiempo completo

    The Fraud Ops Sr Analyst is a senior level position responsible for contributing to the development of fraud management policies, processes, and procedures to minimize the impact of fraud in coordination with the Operations - Services team. The overall objective of this role is to manage fraud losses by ensuring analysts make appropriate decisions using...


  • distrito federal, México Citigroup Inc. A tiempo completo

    The Business Analyst is an intermediate level position responsible for the overall administrative activities of a business. These tasks may include contribution to external audits, business continuity activities or addressing regulatory issues. The Business Analyst may assist in activities such as the tracking of business financials, managing employee...


  • distrito federal, México 09516 Banco Nacional de Mexico, S.A., integrante del Grupo Financiero Banamex A tiempo completo

    El analista programador sénior de desarrollo de aplicaciones es un puesto de nivel intermedio responsable de participar en el establecimiento y la implementación de sistemas y programas de aplicaciones nuevos o revisados en coordinación con el equipo de Tecnología. El objetivo general de este puesto es contribuir a las actividades de análisis y...

  • Total Rewards Manager

    hace 2 meses


    distrito federal, México Reser's Fine Foods, Inc. A tiempo completo

    Reser's Fine Foods - Corporate offices15570 SW Jenkins RdBeaverton, OR 97006, USADescription General Summary: Manages the administration, evaluation, design, and communication of compensation, benefits, and wellness offerings in support of Reser’s Employer of Choice Cornerstone. Benefits and Culture We offer a competitive compensation and benefits...


  • distrito federal, México RN.com A tiempo completo

    A private practice in Scottsdale is seeking a highly motivated board-certified reproductive endocrinologist to join its team. This bouquet style of practice has a waitlist 6 months long and is continuing to grow exponentially! This is an exciting opportunity to be part of a successful group that has seen exceptional growth since its inception in 2015....


  • distrito federal, México Citigroup Inc. A tiempo completo

    The Balance Sheet Mgmt Ld Analyst is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within...


  • distrito federal, México Citi A tiempo completo

    CSIS Invstgtns Lead Analyst - C13 - CIUDAD DE MEXICO Citi is a leading global bank for institutions with cross-border needs, a global provider in wealth management and a U.S. personal bank. The CSIS Invstgtns Lead Analyst is a strategic professional who stays abreast of developments within their field and contributes to directional strategy by considering...


  • distrito federal, México Citi A tiempo completo

    The Execution Intermediate Analyst is an intermediate position responsible for performing risk and compliance reviews in coordination with the broader Anti-Money Laundering (AML) team. The overall objective is to utilize in-depth AML knowledge to review, analyze and conduct effective due diligence and investigations on higher risk cases that may be a...