Financial Services Advisor

hace 7 días


Tijuana, Baja California, México Citi A tiempo completo

Job Summary

Citi is seeking a highly motivated and detail-oriented Financial Services Advisor to join our team. As a Financial Services Advisor, you will be responsible for providing exceptional customer service and financial guidance to clients.

Key Responsibilities

  • Prospect and identify potential clients
  • Develop and implement personalized financial plans to meet client needs
  • Conduct thorough needs assessments and provide tailored financial solutions
  • Build and maintain strong relationships with clients
  • Stay up-to-date on industry trends and regulatory changes

Requirements

  • Bachelor's degree in a related field
  • 1 year of experience in sales or customer service
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment
  • Strong analytical and problem-solving skills

Preferred Qualifications

  • Licenciatura trunca or terminada in areas económico/administrativas
  • 3 or more years of experience in the financial services industry

Citi is an Equal Opportunity Employer

Citi is committed to diversity and inclusion. We are an equal opportunity employer and welcome applications from qualified candidates of all backgrounds.



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