Banquero De Apoyo Patrimonial
hace 3 semanas
The Citigold Relationship Banker is a developing professional role.Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data.Identifies policy gaps and formulates policies.Interprets data and makes recommendations.Researches and interprets factual information.Identifies inconsistencies in data or results, defines business issues and formulates recommendations on policies, procedures or practices.Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices.Good understanding of how the team interacts with others in accomplishing the objectives of the area.Develops working knowledge of industry practices and standards.Limited but direct impact on the business through the quality of the tasks/services provided.Impact of the job holder is restricted to own team.**Responsibilities**:- Client Account Management- Review CG customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of the needs.- Advise CG customers to enrich the relationships by mobilizing additional funds and sell other fee based products/services based on the current and future customer needs.- Review product penetration for the assigned client base, identify potential CG customers who can be sold tailored products to enhance product penetration- Ensure coverage of all relationships through customer engagements, risk profiling and- financial planning.- Organize CG customer events to enhance customer bonding.- Acquire new CitiGold customers through converting referral leads.- Compliance, Risk & Controls- Ensure that KYC/AML and other compliance norms are strictly adhered to.- Fulfilling the clients' necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.**Qualifications**:- 0-2 years relevant experience- Ability to manage relationships both internal and external; Ability to multi-task- Mandatory certifications as required for selling financial products**Education**:- Bachelor's/University degree or equivalent experienceCertificación en Figura 3 de AMIB, vigente o en Proceso- **Job Family Group**:Private Client Coverage- **Job Family**:Relationship Banker- **Time Type**:Full timeCiti is an equal opportunity and affirmative action employer.Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.View the "**EEO is the Law**" poster.View the **EEO is the Law Supplement**.View the **EEO Policy Statement**.View the **Pay Transparency Posting
-
Evergreen - Banquero/a Patrimonial (Irapuato, Guanajuato)
hace 2 semanas
Irapuato, Guanajuato, México BBVA A tiempo completoFecha límite para apuntarse: ¿Quieres desarrollar tu carrera profesional? BBVA es una empresa global con más de 160 años de historia que opera en más de 25 países en los que damos servicio a más de 80 millones de clientes. Somos más de profesionales que trabajamos en equipos multidisciplinares y de perfiles tan diversos como financieros, expertos...
-
Banamex - Banquero de Apoyo Patrimonial - Irapuato
hace 2 semanas
Irapuato, México Citigroup A tiempo completoThe Citigold Relationship Banker is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencies in data or results,...
-
Banamex - Banquero De Apoyo Patrimonial - Irapuato
hace 3 semanas
Irapuato, México Citi A tiempo completoThe Citigold Relationship Banker is a developing professional role.Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data.Identifies policy gaps and formulates policies.Interprets data and makes recommendations.Researches and interprets factual information.Identifies inconsistencies in data or results,...
-
Banquero (A) De Apoyo - Patrimonial Irapuato Gto
hace 3 semanas
Irapuato, México Citi A tiempo completoThe Citigold Relationship Banker is a developing professional role.Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data.Identifies policy gaps and formulates policies.Interprets data and makes recommendations.Researches and interprets factual information.Identifies inconsistencies in data or results,...
-
Banquero (a) de Apoyo - Patrimonial Irapuato Gto
hace 3 semanas
Irapuato, México Citi A tiempo completoThe Citigold Relationship Banker is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencies in data or results,...
-
Banquero de Apoyo Irapuato
hace 5 días
Irapuato, México Citi A tiempo completoThe Citigold Relationship Banker is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencies in data or results,...
-
Wealth Relationship Manager
hace 2 semanas
Irapuato, México HSBC A tiempo completo**Please note this job advertisement is only available in Spanish. **To view the job, select ‘Español - ES’ from the language selector in the page menu**.****Banquero Patrimonial**Propósito del puesto:- Adquisición y atracción de clientes Patrimoniales nuevos.- Atención de los clientes Patrimoniales & Top Tier asignados con profesionalismo y con un...
-
Especialista Seguridad Patrimonial
hace 4 semanas
Irapuato, México Denso Mexico SA de CV A tiempo completoEn DENSO México, buscamos tu talento.Somos una empresa global de origen japonés que nos dedicamos a la manufactura automotriz. Todo lo que hacemos se basa en nuestra filosofía: Contribuir a un mejor mundo creando valores conjuntos con una visión en el futuro.Contamos con presencia internacional en más de 35 países y siendo de los principales...
-
Especialista Seguridad Patrimonial
hace 3 semanas
Irapuato, México Denso Mexico Sa De Cv A tiempo completoEn DENSO México, buscamos tu talento.Somos una empresa global de origen japonés que nos dedicamos a la manufactura automotriz.Todo lo que hacemos se basa en nuestra filosofía: Contribuir a un mejor mundo creando valores conjuntos con una visión en el futuro.Contamos con presencia internacional en más de 35 países y siendo de los principales proveedores...
-
Coordinador Proteccion Patrimonial Irapuato
hace 1 semana
Irapuato, México OXXO A tiempo completo**Nombre Posición**: Coordinador Protección Patrimonial **Ubicación**: Irapuato, Guanajuato, México **Misión del puesto**: Garantizar que las operaciones de OXXO se desarrollen en forma segura a través de una eficiente administración de recursos que permita impulsar la cultura de protección mediante la ejecución de acciones preventivas, de...
