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Financial Services Advisor

hace 2 meses


Ciudad Apodaca, Nuevo León, México Citi A tiempo completo
About the Role

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 our clients.

Key Responsibilities
  • Prospect and identify new business opportunities
  • Develop and implement personalized financial plans for clients
  • Conduct thorough needs assessments and provide tailored solutions
  • Build and maintain strong relationships with clients and colleagues
  • Meet or exceed sales targets and business objectives
Requirements
  • Bachelor's degree in a related field or equivalent experience
  • Minimum 1 year of experience in financial services or a related field
  • Strong communication and interpersonal skills
  • Ability to work in a fast-paced environment and meet deadlines
  • Proficiency in financial software and systems
What We Offer

Citi is an equal opportunity employer and offers a competitive salary and benefits package. We are committed to diversity and inclusion in the workplace and strive to create a work environment that is inclusive and respectful of all employees.