Banamex- Banquero Privado Sr. División Norte
hace 4 semanas
The Field Sales Lead Officer is an intermediate position responsible for providing customer service assistance and meeting sales targets for financial products and services within their assigned district or location, in coordination with the broader Consumer Sales team. The overall objective is to utilize a wide range of product knowledge to build relationships with clients in order to recognize which financial products and services meet their needs.**Responsibilities**:- Assists in developing short and long product-level strategies to ensure delivery of the financial plan- Responsible for field execution of credit initiatives and achievement of credit goals and objectives- Work with key stakeholders to develop and implement a strategy/contact model for the Field Sales Representatives that will meet the guidelines established by the Partner and Partner Management teams- Analyze weekly and monthly sales reports, understand field performance, and implement action plans to ensure sales objectives are achieved- Collect and communicate market intelligence around best practices, client feedback and market competition in assigned geography and vertical- Assist in development and implementation of a field intelligence system for prompt reporting of competitive activity, to include Citi Relationship Management platform and analytics- Develop and maintain relationships with internal and Retail Partners, respond in a timely manner to escalated credit issues and concerns, and develop new and enhanced programs to increase new accounts- Develop and manage cost center budgets and expenses- Fulfilling the clients’ necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.**Qualifications**:- 6-10 years of relevant experience- 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- Ability to work out of a home office- Consistently demonstrates clear and concise written and verbal communication**Education**:- Bachelor’s degree/University degree or equivalent experience- Master’s degree preferredThis job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.**Requisitos**- Maestría (Deseable)- Experiência Solida de 8 a 10 años en Banca Privada o Banca Patrimonial- Conocimiento en inversiones, gestión de portafolios y gestión de cartera.- Excelentes habilidades de comunicación y enfoque al cliente- Certificación Figura 3 en AMIB (Vigente) (Indispensable)- Disponibilidad para viajar.**Ofrecemos**- Sueldo Base- Esquema de Bono- Prestaciones Superiore a la de Ley.- Plan de Carrera y Desarrollo Profesional**Job Family Group**:Consumer Sales- **Job Family**:Field Sales- **Time Type**:Full time- **Most Relevant Skills**Please see the requirements listed above.- **Other Relevant Skills**For complementary skills, please see above and/or contact the recruiter.-- View Citi’s _EEO Policy Statement_ and the _Know Your Rights_ poster._
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Banamex- Banquero Banca Privada Sr. Monterrey- Nuevo Leon
hace 3 semanas
San Pedro Garza García (Jesús María), México Citi A tiempo completoThe Retail Bus Banking Group Mgr is accountable for management of complex/critical/large professional disciplinary areas. Leads and directs a team of professionals. Requires a comprehensive understanding of multiple areas within a function and how they interact in order to achieve the objectives of the function. Applies in-depth understanding of the business...
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BANAMEX- Banquero Privado Sr. División Norte
hace 3 semanas
San Pedro Garza García, México Citi A tiempo completoThe Field Sales Lead Officer is an intermediate position responsible for providing customer service assistance and meeting sales targets for financial products and services within their assigned district or location, in coordination with the broader Consumer Sales team. The overall objective is to utilize a wide range of product knowledge to build...
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BANAMEX- Banquero Privado Sr. División Norte
hace 3 semanas
San Pedro Garza García, México Citi A tiempo completoThe Field Sales Lead Officer is an intermediate position responsible for providing customer service assistance and meeting sales targets for financial products and services within their assigned district or location, in coordination with the broader Consumer Sales team. The overall objective is to utilize a wide range of product knowledge to build...
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Banquero Sr
hace 2 semanas
San Pedro Garza García, México Santander A tiempo completoBanquero SR Country: Mexico Coordinar los diferentes mercados (Dinero, Capitales y Fondos) y alternativas de inversión a personas físicas de alto perfil, contactando clientes, detectando sus necesidades particulares e invitándolos a invertir con Santander, con el fin de captar y generar mayores recursos Controlar las carteras con los diferentes perfiles...
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Banamex Prod Mngmt Grp Mgr C14
hace 2 semanas
San Pedro Garza García (Jesús María), México Citi A tiempo completoThe Product Management Group Manager is a senior management level position responsible for managing a broad range of Product Management employees, setting strategy and providing direction, leadership and budgetary management, etc. Additionally, this role will be responsible for the development of product plans, strategies, and tactics while coordinating...
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San Nicolás de los Garza, México Citigroup A tiempo completoBuscamos Asesores(as) Financieros Patrimoniales con capacidad para generar clientes, construir relaciones patrimoniales y escalar su propio negocio financiero.Este rol está diseñado para profesionales que desean ir más allá del modelo tradicional de banca o ventas, desarrollar criterio asesor y construir una carrera sostenible en planeación y gestión...
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San Nicolás de los Garza, México Citigroup A tiempo completoBuscamos Asesores(as) Financieros Patrimoniales con capacidad para generar clientes, construir relaciones patrimoniales y escalar su propio negocio financiero.Este rol está diseñado para profesionales que desean ir más allá del modelo tradicional de banca o ventas, desarrollar criterio asesor y construir una carrera sostenible en planeación y gestión...
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San Nicolás de los Garza, México Citi A tiempo completoDescripción Del TrabajoBuscamos Asesores(as) Financieros Patrimoniales con capacidad para generar clientes, construir relaciones patrimoniales y escalar su propio negocio financiero.Este rol está diseñado para profesionales que desean ir más allá del modelo tradicional de banca o ventas, desarrollar criterio asesor y construir una carrera sostenible en...
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San Nicolás de los Garza, México Citi A tiempo completoDescripción Del TrabajoBuscamos Asesores(as) Financieros Patrimoniales con capacidad para generar clientes, construir relaciones patrimoniales y escalar su propio negocio financiero.Este rol está diseñado para profesionales que desean ir más allá del modelo tradicional de banca o ventas, desarrollar criterio asesor y construir una carrera sostenible en...
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Diferida - Banquero/a Asociado (Monterrey Nuevo León)
hace 2 semanas
San Pedro Garza García, México BBVA A tiempo completo**Fecha límite para apuntarse**:2025-01-30 **¿Quieres desarrollar tu carrera profesional?**: BBVA es una empresa global con más de 160 años de historia que opera en más de 25 países en los que damos servicio a más de 80 millones de clientes. Somos más de 121.000 profesionales que trabajamos en equipos multidisciplinares y de perfiles tan diversos...
