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CDB Desk Manager

Job Req Id:
26944109
Location(s):
São Paulo, São Paulo, Brazil
Job Type:
On-Site/Resident
Posted:
Mar. 27, 2026

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Job Overview

The CDB Desk Specialist is an intermediate level position responsible for the development of the CDB portfolio, quoting, selling and booking CDB transaction, coordinating with Sales and Banking teams.

The CDB Desk Specialist will discuss an implement the CDB portfolio strategy based on based on market and industry research and trends and client needs, taking into consideration franchise´s balance sheet perspective.

Responsibilities:

· Follow market, industry and client trends to own field

· Ensure product delivery is provided in a consistent, professional and high quality level planned and coordinated with unit Manager

· Work in close co-ordination with Sales, Technology, Business Managers and senior stakeholders to fulfill the delivery objectives

· Identifiy solutions and opportunities ranging across data analytics

· Deliver direct business results and advice regarding product development that necessitates a degree of responsibility over technical strategy

· Assist the customer lifecycle strategy from acquisition through early client engagement and implement strategies to optimize portfolio performance

· Assess relevant customer, competitor, and industry insights to help define strategies to improve client experience and portfolio growth

· Provide insight and recommendations on innovative product development, product targeting, and segmentation strategies

· Partner with business leaders and a widely distributed global user community to define and implement solutions

· Oversee product financial performance including identifying opportunities and gaps, and developing business strategies

· 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:

· 5-8 years of relevant experience

· Required Licensing/Registration: CPA-20

· Intellectual curiosity, analytical, and conceptual thinker

· Proactively seeks and develops new opportunities

· Ability to build networks and relationships internally and externally

· Demonstrated experience driving business innovation, leveraging management information, and data analytics to drive results

· Experience in scenario development and forecasting

· Ability to work unsupervised and adjust priorities quickly as circumstances dictate

· Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements

· Demonstrated problem-solving and decision-making skills

· Demonstrated analytical and influencing skills

· Consistently demonstrates clear and concise written and verbal communication

Education:

· Bachelor’s degree/University degree or equivalent experience

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Job Family Group:

Product Management and Development

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Job Family:

Product Management

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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.

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