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Senior Private Banker

hace 2 meses

Saltillo, Coahuila de Zaragoza, México Citi A tiempo completo
About the Role

The Citigold Relationship Banker is a developing professional role that requires a strong understanding of industry standards and practices. As a key member of the team, you will be responsible for managing client relationships, identifying business opportunities, and providing exceptional customer service.

Key Responsibilities
  • Client Account Management
    • Review client needs and asset allocation to identify opportunities for growth and development.
    • Develop and implement strategies to enhance client relationships and increase revenue.
    • Manage client expectations and provide timely and effective solutions to their needs.
  • Compliance, Risk & Controls
    • Ensure that all compliance and regulatory requirements are met, including Know Your Customer (KYC) and Anti-Money Laundering (AML) regulations.
    • Identify and mitigate potential risks to the business and clients.
  • Qualifications
    • 2-5 years of relevant experience in a similar role.
    • Strong communication and interpersonal skills.
    • Ability to work in a fast-paced environment and prioritize multiple tasks.
What We Offer

Citi is an equal opportunity and affirmative action employer. We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.