The Investment Sales Group Manager 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 impact of technical contributions.
Commercial awareness is a necessity.
Generally accountable for delivery of a full range of services to one or more businesses/ geographic regions.
Excellent communication skills required in order to negotiate internally, often at a senior level.
Some external communication may be necessary.
Accountable for the end results of an area.
Exercises control over resources, policy formulation and planning.
Primarily affects a sub-function.
Involved in short- to medium-term planning of actions and resources for own area.
Full management responsibility of a team or multiple teams, including management of people, budget and planning, to include performance evaluation, compensation, hiring, disciplinary actions and terminations and budget approval.
Responsibilities:
Accountable for management of complex/critical/large professional disciplinary areas.
Leads and directs a team of professionals.
Leverages 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 impact of technical contributions; commercial awareness is a necessity.
Generally accountable for delivery of a full range of services to one or more businesses/ geographic regions.
Negotiates and advocates, often at a senior level, both internally and, occasionally, externally.
Accountable for the end results of an area.
Exercises control over resources, policy formulation and planning.
Involved in short- to medium-term planning of actions and resources for own area.
Deals with complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting needs.




Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.
Qualifications:
10+ years relevant experience
Master's degree; experience managing a team or multiple teams
Ability to filter, prioritize and validate potentially complex material from multiple sources.
Advanced proficiency in English
Ability to manage a team – people, budget, planning
Education:
Bachelors degree, potentially Masters degree
This job description provides a high-level review of the types of work performed.
Other job-related duties may be assigned as required.
Objetivo Principal de la Posición
Gestionar el Equipo de Inversiones de la Banca Empresarial e Institucional (Personas Morales, Gobiernos e Instituciones).
Identificar las principales oportunidades en inversiones, a través de la Banca de Relación, considerando los objetivos y necesidades de los clientes.
Experiencia y conocimiento laboral
Experiencia y conocimiento de Productos de Inversión (Sociedades de Inversión, Reportos, Notas Estructuradas, Warrants, Mercado de Capitales y Mercado de Deuda)
Experiencia en atención y servicio al cliente
Experiencia en manejo y gestión de equipos de alto rendimiento
Nivel de estudios:
Licenciatura / Ingeniería con Especialidad Económica / Financiera (Titulado)
Maestría / CFA / CAIA (deseable)
Funciones principales:
Asesoría en Inversiones a Clientes (Personas Morales)




Negociación con distintas áreas del Banco y con el Equipo de Relación
Apoyo en la Gestión de negocio en Inversiones (identificación de oportunidades, gestionar pipeline, ejecución, relación con la Banca de Relación)
Manejo de bases de datos para gestionar carteras, identificando oportunidades de rebalanceo y potenciales riesgos de concentración en las carteras de los clientes
Apoyo en liderar Equipos
Otros:
Promover la integridad y confianza:
Garantizar un ambiente de control apegado a la normatividad local, general y corporativa aplicable
Garantizar un ambiente sano, positivo y proactivo
Asegurar el 100% de cumplimiento de todos los requisitos regulatorios, internos e Institucionales
Asegurar la consecución de los objetivos del área
Manejo de idioma Inglés en nivel avanzado (conversación y lectura)
Certificación AMIB figura 3 vigente
Habilidades y Competencias:
Habilidad para establecer relaciones interpersonales
Experiencia en liderar Equipos
Negociación y comunicación
Conocimiento y habilidad para manejo de bases de datos (uso avanzado de Excel)
Trabajo en Equipo
Habilidad de comunicación
Orientación al cliente
Enfoque a resultados y actitud proactiva
Gestión estratégica
Excelente ortografía y redacción
Altos estándares de control
Creatividad
Job Family Group:
Commercial and Business Sales
Job Family:
Commercial Product 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.
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
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📌 Banamex - Ccb Investment Product Sales Group Manager (Xico)
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