Citi

Citi

Posted via Workday

Director Instituciones Financieras

Apply by Oct 23, 2026

Posted Oct 17, 2026

Role at a glance

Job function
Investments & Capital Markets Investment Banking
Salary
Not Disclosed
Location
Ciudad De Mexico Distrito Federal Mexico
Employment
Full-time
Experience
15+ years of relevant experience

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Role Summary

AI-generated

This senior-level banker advises clients on raising capital and strategic financial transactions, and serves as an intermediary in trading for clients. The role develops tailored financial solutions and manages relationships and risk across a selected corporate client portfolio.

What You'll Do

  • Originate, structure, and execute transactions and financings, while developing global relationships.
  • Manage client portfolio credit risk and allocate capital in partnership with credit and capital management teams.
  • Provide treasury and corporate finance solutions, including cash management, trade, FX, credit, loans, debt capital markets, structured...
  • Advise clients with tailored financial solutions and share industry and market trends.
  • Partner across Institutional Client Groups to execute transactions and plan client coverage; recruit and develop talent and mentor...

Generated from the employer's posting. Verify important details before applying.

View full posting

Qualifications

15+ years of relevant experience; collaboration with corporate banking stakeholders; comprehensive corporate banking, product, regulatory, lending, and credit approval knowledge; leadership, negotiation, presentation, sales, client-relationship, analytical, and credit skills; experience originating, structuring, and executing transactions and financings; experience with global corporate clients and capital markets, derivatives, credit, cash management, trade, finance, and securities products; recruiting and managing diverse teams.

Preferred

  • MBA or Master's Degree in business preferred
  • Master's degree preferred
  • Series 7 and 63 licenses preferred

Original job description

Content provided by the employer

The Banker 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 Banker also serves as an intermediary in trading for clients. The overall objective of this role is to act as strategic advisor to our clients by formulating investment strategies and raising capital for clients.

Responsibilities:

  • Lead in the origination, structuring, and execution of transactions and financings and foster and leverage ongoing global relationships inside and outside of the organization
  • Manage credit risk of the client portfolio and allocate capital prudently through partnership with senior credit officers and capital management
  • Provide a wide range of treasury and corporate finance solutions including cash management, trade, vendor finance, FX, general credit, loans, debt capital markets, structured finance, share repurchase, and interest rate and equity derivatives for a selected client portfolio
  • Provide sophisticated financial solutions tailored to clients’ needs and act as a content provider on industry and market trends
  • Meet revenue and other financial goals by leveraging Citi’s full spectrum of Institutional Client Groups (ICG) products and services and ensure solutions meet or exceed internal risk, return and compliance requirements, ethical standards, and anticipated future changes in the marketplace
  • Partner with ICG partners to execute episodic transactions and drive client planning by delivering product agnostic solutions, client access, and effective capital allocation
  • Recruit and develop diverse talent for the Corporate Bank and serve as a mentor to junior bankers
  • 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:

  • 15+ years of relevant experience
  • MBA or Master's Degree in business preferred
  • Demonstrated collaboration with multiple corporate banking stakeholders including coverage teams, risk and products
  • Comprehensive knowledge of corporate banking business including related products, pertinent regulations and the lending and credit approval process
  • Demonstrated leadership, organizational, negotiation, presentation sales, client-relationship building, analytical and credit skills
  • Consistently demonstrate clear and concise written and verbal communication
  • Experience in originating, structuring and executing transactions and financings
  • Experience with large, global corporate clients, capital markets products, derivatives, credit, cash management, trade, finance and securities products
  • Experience in recruiting and managing diverse teams with commitment to talent development and ability to manage and work across a diverse and multi-country matrix structure
  • Series 7 and 63 licenses preferred

Education:

  • Bachelor's degree/University degree or equivalent experience
  • Master's degree preferred

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Job Family Group:

Institutional Banking

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Job Family:

Corporate Banking

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Time Type:

Full time

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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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.

View Citi’s EEO Policy Statement and the Know Your Rights poster.

Citi

About the company

Citi

Large Enterprise

Citi is a global financial services corporation that offers a wide range of financial products and services, including consumer banking, credit, investment banking, and wealth management. With a presence in nearly 100 countries, Citi serves millions of customers, from individuals and small businesses to large corporations and governments. The company is dedicated to innovation and sustainability, actively working to support economic growth while addressing environmental and social challenges. Citi’s commitment to providing exceptional service and fostering diverse talent makes it a prominent choice for students aspiring to build a career in finance and banking.