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Financial Services Relationship Manager

hace 2 meses


Saltillo, Coahuila de Zaragoza, México Citi A tiempo completo

**Job Summary**:

Citi is seeking a highly skilled Financial Services Relationship Manager to join our team. As a key member of our Private Client Coverage group, you will be responsible for managing client relationships and providing exceptional service to our high net worth clients.

**Key Responsibilities**:

• Review client needs and asset allocation to provide tailored financial solutions
• Proactively engage with clients to understand their financial goals and objectives
• Develop and implement comprehensive financial plans to meet client needs
• Collaborate with internal teams to provide seamless service to clients
• Stay up-to-date on industry trends and regulatory requirements to ensure compliance
• Build and maintain strong relationships with clients to drive business growth

**Requirements**:

• Previous experience in financial services or a related field
• Strong communication and interpersonal skills
• Ability to work in a fast-paced environment and prioritize multiple tasks
• Mandatory certifications as required for selling financial products
• High School diploma or equivalent

**What We Offer**:

• Competitive salary and bonus structure
• Comprehensive benefits package
• Opportunities for career growth and professional development
• Collaborative and dynamic work environment

**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.