Senior Private Banker

hace 12 horas


Xico, México Citi A tiempo completo
Job Summary

We are seeking a highly experienced and skilled Private Banker to join our team at Citi. As a Private Banker, you will be responsible for identifying and establishing relationships with high net worth individuals and families, providing them with tailored financial solutions and advice to help them achieve their financial goals.

Key Responsibilities
  • Identify and pursue new business opportunities through networking, referrals, and other means
  • Develop and maintain strong relationships with clients, understanding their financial needs and goals
  • Provide expert advice on investment, risk management, and wealth planning strategies
  • Work closely with internal teams to deliver comprehensive financial solutions to clients
  • Stay up-to-date with market trends and regulatory changes to ensure compliance and optimal client outcomes
Requirements
  • 10+ years of experience in Private Banking or a related field
  • Proven track record of success in relationship selling and client acquisition
  • Strong understanding of financial markets, products, and services
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and prioritize multiple tasks
What We Offer

Citi is an equal opportunity employer and offers a competitive compensation package, including a base salary, bonus, and benefits. We are committed to diversity and inclusion in the workplace and strive to create a culture that values and respects all employees.



  • Xico, México Citi A tiempo completo

    Job SummaryThe Senior Private Banker Lead is a strategic professional who closely follows the latest trends in the financial industry and adapts them for application within their role and the business. Typically, a small number of experts within the organization provide the same level of expertise. Excellent communication skills are required to negotiate...


  • Xico, México Coldwell Banker Reforma A tiempo completo

    ¿Buscas un desafío en bienes raíces?Coldwell Banker Reforma busca a un ASESOR INMOBILIARIO con visión de negocio y habilidades de comunicación para unirse a nuestro equipo de profesionales inmobiliarios más prestigioso.Con más de 110 años de trayectoria a nivel mundial, ofrecemos la oportunidad de desarrollar tu carrera en un entorno dinámico y...


  • Xico, México Citigroup Inc. A tiempo completo

    Job SummaryThe Private Banker Sr. Lead is a seasoned professional responsible for driving strategic growth and delivering exceptional client experiences in Private Banking. This role requires a deep understanding of clients' businesses and financial goals, as well as the ability to develop and execute tailored solutions to meet their needs.Key...


  • Xico, México Citigroup Inc. A tiempo completo

    Job SummaryThe Strategic Private Banking Leader is a senior professional responsible for leading a team of private bankers in delivering exceptional client experiences and driving business growth. This role requires a deep understanding of the private banking industry, excellent communication and leadership skills, and the ability to navigate complex...

  • Private Access Manager

    hace 4 semanas


    Xico, México Novartis A tiempo completo

    About the RoleWe are seeking a Private Access Manager in Operations who will focus on optimizing operational and commercial processes related to patient access to treatments, efficient supply chain management, and maintaining strategic relationships with distributors, wholesalers, and internal clients.This role will work directly with the Commercial and...


  • Xico, México Citi A tiempo completo

    Job SummaryThe Citigold Relationship Banker is a developing professional role that requires a strong understanding of financial services and a passion for building relationships with clients. As a key member of the Citi team, you will be responsible for providing exceptional client service, identifying business opportunities, and developing strategic plans...


  • Xico, México Expeditors A tiempo completo

    Job DescriptionThe Senior Credit Analyst plays a key role in providing data-driven recommendations for new and existing customer accounts, including risk assessment, credit limit approval, and change proposals.A successful candidate will be able to conduct in-depth financial analysis of public and private companies, evaluate credit worthiness, and monitor...


  • Xico, México Citi A tiempo completo

    Job SummaryThe Citigold Relationship Banker is a key role within our Private Client Coverage team. As a developing professional, you will apply your knowledge in monitoring, assessing, and analyzing processes and data to identify policy gaps and formulate policies. You will interpret data, make recommendations, and research factual information to drive...


  • Xico, México Hooman A tiempo completo

    Empresa Hooman busca un Analista Financiero Senior para unirse a su equipo de trabajo.Requisitos:• Licenciatura en Finanzas o Contabilidad de universidades reconocidas• Conocimiento en inversiones private equity y conceptos de banca de inversión.• Conocimiento en evaluación de estados financieros y principios de inversión.• Experiencia de al menos...


  • Xico, México Citi A tiempo completo

    Job SummaryThe Citigold Relationship Banker is a key role in our Private Client Coverage team. As a developing professional, you will apply your knowledge in monitoring, assessing, and analyzing processes and data to identify policy gaps and formulate policies. You will interpret data, make recommendations, and research factual information to ensure...


  • Xico, México Citi A tiempo completo

    Job SummaryCiti is seeking a skilled Relationship Banker to join our team. As a key member of our Private Client Coverage group, you will be responsible for building and maintaining strong relationships with our clients, providing exceptional customer service, and driving business growth.Key ResponsibilitiesManage client relationships, identifying...


  • Xico, México Citi A tiempo completo

    Job SummaryThe Citigold Relationship Banker is a key role within our Private Client Coverage team. As a developing professional, you will apply your knowledge in monitoring, assessing, and analyzing processes and data to identify policy gaps and formulate policies. You will interpret data, make recommendations, and research factual information to drive...


  • Xico, México Citi A tiempo completo

    Job SummaryThe Citigold Relationship Banker is a key role within our Private Client Coverage team. As a developing professional, you will apply your knowledge in monitoring, assessing, analyzing, and evaluating processes and data to identify policy gaps and formulate policies. You will interpret data, make recommendations, and research factual information to...


  • Xico, México Citi A tiempo completo

    Job SummaryThe Citigold Relationship Banker is a key role within our Private Client Coverage team. As a developing professional, you will apply your knowledge in monitoring, assessing, and analyzing processes and data to identify policy gaps and formulate policies. You will interpret data, make recommendations, and research factual information to drive...


  • Xico, México Hsbc A tiempo completo

    Relationship Management MultinationalsAt Hsbc, we are seeking a skilled Multinational Relationship Manager to join our team. As a key member of our banking team, you will play a vital role in providing quantitative and analytical support for public offerings, mergers and acquisitions, and other financial advisory services for our clients across various...

  • Senior IT Consultant

    hace 12 horas


    Xico, México Sap A tiempo completo

    Job Title: Senior IT ConsultantAt SAP, we're looking for a highly skilled Senior IT Consultant to join our team. As a key member of our Enterprise Cloud Services organization, you'll play a critical role in helping our customers achieve their digital transformation goals.About the Role:Act as the primary point of contact for all Enterprise Cloud Solutions...


  • Xico, México Nutanix A tiempo completo

    Job SummaryWe are seeking a highly skilled Multimedia Designer Senior to join our team at Qualcomm India Private Limited. As a key member of our Engineering Services Group, you will be responsible for creating high-quality multimedia content for various projects.Key ResponsibilitiesDesign and develop multimedia content using Adobe Creative Cloud applications...


  • Xico, México Sora Schools A tiempo completo

    {"title": "Senior User Interface Designer", "description": "About Sora SchoolsSora Schools is revolutionizing education by providing a virtual private middle and high school experience that empowers students to become tomorrow's change-makers. Our mission is to create a better education system, one that fosters creativity, motivation, and real-world...

  • Financial Analyst

    hace 4 semanas


    Xico, México Hsbc A tiempo completo

    Subdirector WPB Finance**Role Purpose:**As a key member of the Private Banking Business team, you will be responsible for providing high-level financial and strategic analysis to support business growth and decision-making. Your expertise in Private Banking business and products will be essential in driving the development and delivery of performance...


  • Xico, México Genesis Consulting Partners, Llc A tiempo completo

    About the RoleGenesis Consulting Partners, Llc is seeking a highly motivated and ambitious Senior Technical Recruiter to join our team. As a Senior Technical Recruiter, you will be responsible for recruiting top talent for our clients in the public and private sectors, focusing on SAP, Agile, Scaled Agile, and other roles related to Digital Transformation...