The Senior Relationship Manager is a senior-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 Senior Relationship Manager also serves as an intermediary in trading for clients. The overall objective of this role is 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 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 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._
📌 Sr Relationship ManagerCiudad de Mexico (Ciudad de México)
🏢 Citi
📍 Ciudad de México
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