Senior Financial Consultant

hace 18 horas


Monterrey, Nuevo León, México Citi A tiempo completo

About the Role

As a Senior Financial Consultant at Citi, you will play a vital role in providing daily market updates and strategic plans to clients and individual sales staff. Your expertise will be instrumental in identifying financial gaps in customers' current wealth or asset allocation and introducing suitable products.

Key Responsibilities

• Communicate daily market updates and trading strategies to clients and individual sales staff
• Provide guidance to customers on financial product solutions tailored to their needs
• Enhance product knowledge and sales techniques among branch colleagues through regular market updates and technical analysis
• Collaborate with Branch Managers to set targets and ensure team goals are met
• Foster strong relationships with customers to deliver a superior banking experience

Requirements

• Previous banking experience is preferred
• Bachelor's/University degree or equivalent experience
• Excellent communication and interpersonal skills
• Ability to work in a fast-paced environment
• Strong analytical and problem-solving skills
• Proactive approach to meeting business objectives

What We Offer

At Citi, we offer a competitive salary range of $80,000 - $120,000 per annum, depending on your level of experience and qualifications. Additionally, you can expect a comprehensive benefits package, including health insurance, retirement savings plan, and paid time off.

Career Development Opportunities

We are committed to helping our employees grow and develop their careers within Citi. Our training programs and mentorship initiatives will equip you with the skills and knowledge needed to excel in your role and beyond.

EEO Statement

Citi is an equal opportunity employer and welcomes applications from diverse candidates. 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.



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