**Responsibilities**:
They will be entrepreneurial and capable of bringing in new clients/investmnt management mandates to the bank. They will have an exceptional understanding of, and ability to communicate, the full range of investment themes, products and services Citibanamex Wealth Management offers to clients, including, though not limited to, capital market solutions, and traditional and alternative investments.
- Implement a strategic advisory approach to account planning, focusing on the investment relationship in partnership with the Banker
- Arrange and lead regular (quarterly) investment and business reviews with assigned clients
- Provide clients with direct access to trading desks where appropriate Actively look for cross sell opportunities in other areas of the bank, in particular lending, trust and institutional markets solutions, etc.
Partner with Bankers to prospect for new investment business
- Understand the investment needs of assigned clients (i.e. return expectation, risk appetite, time horizon, liquidity needs, etc.)
- Minimize the client’s exposure to risk by observing suitability policies and by monitoring and communicating changes in the client’s financial condition as well as industry and economic trends
- Observe suitability and credit polices at the point of client transactions for trade approval
- Recommend strategic and tactical asset allocation in line with Citibanamex WM house view
- Oversee and coordinate the portfolio construction and implementation of investment mandates across all appropriate internal resources such as the Investment Lab, Capital Market Specialists, Managed Investment Specialists, etc.
- Provide direct and active ongoing portfolio advice to assigned client




- Uncover needs that are not clearly expressed by the client
- Be able to advise and influence clients, overcome objections and demonstrate the confidence to close significant business.
- Lead investment discussions and presentations in one-on-one settings, in small groups, and with larger audiences.
- Communicate complex technical details in a manner that is easily understood and consistent with the level of sophistication of the client or sales team member
- Demonstrates resilience and ability to thrive and deliver results in a high pressure, integral, rapidly changing and often ambiguous environment
- Knowledge of and ability to communicate capital markets strategies (equity, fixed income, FX derivatives, rates, credit, structured products) with clients.
- Knowledge of volatility and correlation driven strategies across asset classes - pricing of options, volatility, skew,etc
- Display broad base of execution skills, having successfully completed a range of complex capital markets transactions; able to place trades on behalf of the client
- Ability to distill Citi research into a coherent theme, trend or trade idea and interpret markets from both a sentiment and valuation context
- Understand what drives valuation in different asset classes - FX, equities, credit, rates
**Qualifications**:
- 10+ years of experience




- Extensive experience in providing investment advice and solutions as well as managerial experience.
- CFA, MBA degree or other advance degree a plus
Prior managed investment experience with a strong ability to explain and implement asset allocation and individual asset classes.
Ability to articulate and advocate the house view of Citibanamex.
**Descripción adicional**:
Liderar el equipo de soluciones de producto para Wealth Management México con la responsabilidad de gestionar la plataforma de diversos productos de inversión distribuidos en los diferentes segmentos (Patrimonial, Privada, Empresarial)
**Habilidades específicas**:
- Profundo conocimiento de productos estructurados desde el punto de vista de estructuración y comercialización
- Profundo conocimiento de productos financieros en general
- Habilidades técnicas diferenciadas y avanzadas en construcción de portafolios de inversión (Asset Allocation, optimización etc)
- Conocimiento de productos de seguros con componente de inversión
- Conocimiento de productos de crédito con prenda bursátil
- Habilidades de management para liderar equipos de alto rendimiento
- **Job Family Group**:
Private Client Product Services
- **Job Family**:
Investment Counselor
- **Time Type**:
Full time
- Citi 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

📌 Director Soluciones de Producto Wm (Ciudad de México)
🏢 Citi
📍 Ciudad de México