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**Banamex Investment Product Sales Officer (Especialista de inversiones Banca Empresarial):** - Develops and implements investment strategies across Banamex's offices, managing investment portfolios and ensuring sales practices alignment. - Requires 2-5 years in investment-related areas and knowledge of financial markets and investment strategies. - Tasks: Portfolio management, risk prevention, training, business plan development, revenue goal monitoring, and market investment ideas proposal. - Utilizes sales practices, RDIP, and sells public & private placements to clients. - Must have a valid AMIB certification and experience in markets. - Applies analytical thinking, data analysis tools, and developed communication skills.
- Compensation
- Not specified
- City
- Chihuahua City
- Country
- Mexico
Currency: Not specified
Full Job Description
Banamex - Investment Product Sales Officer (Especialista de inversiones Banca Empresarial)
Job Req Id:
26987320
Location(s):
Chihuahua City, Chihuahua, Mexico
Job Type:
Hybrid
Posted:
Aug. 17, 2026
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Job Overview
The Investment Sales Officer is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Requires attention to detail when making judgments and recommendations based on the analysis of factual information. Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and results. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.
Responsibilities:
- Ensures the correct implementation and monitoring of the institutional investment strategy, standardizing the performance in all the offices of the Division
- Manages the most appropriate mix of investment assets, customer view and business view; monitoring of investment portfolios
- Promotes risk prevention / control environment
- Provides training for bankers / holders
- Assists the development and management of business plans in coordination with the business management
- Monitors and assists in meeting the revenue goal of the Division
- Proposes investment ideas according to market conditions and institutional vision
- Takes care of the correct alignment of the profile of each client and their investments
- Maintains a total attachment to "Sales Practices" and "RDIP"
- Coordinates of public and private placements
- Presents to clients
- 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.
Qualifications:
- 2-5 years relevant experience in investment related areas
- Knowledge of financial markets and investment strategies
Education:
- Bachelors/University degree or equivalent experience
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Certificacin AMIB figura 3 vigente
Conocimiento en productos de inversion
Experiencia en Mercados
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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.------------------------------------------------------
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