Banamex Director De Estrategia Y Producto Wealth Management
Workforcity
Wealth management product strategy
Investment strategy development
Manage specialized investment teams
Consolidate the integral leadership of Wealth Management's investment strategy, integrating the definition and evolution of investment product offerings, including specialized products and the development of new solutions
Job Summary
Consolidate the integral leadership of Wealth Management's investment strategy, integrating the definition and evolution of investment product offerings, including specialized products and the development of new solutions.
Manage strategic alliances, direct investment specialists and advisors responsible for designing personalized portfolios, model portfolios, and their correct explanation and adoption by bankers and clients.
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets.
Matching Summary
Consolidate the integral leadership of Wealth Management's investment strategy, integrating the definition and evolution of investment product offerings, including specialized products and the development of new solutions.
Skills & Requirements
Must-have
Wealth Management product strategy
Investment strategy development
Manage specialized investment teams
Global market trends analysis
Financial product innovation
Nice-to-have
Cross-functional collaboration
Client relationship management
Ethical business practices
Risk assessment and compliance
Key Requirements
Bachelors Degree and 15+ years business sales experience
10+ years management experience
Minimum 10 years managing specialized teams
Experience generating, executing, and supervising strategies for the Patrimonial and Private segment