Financial Relationship Manager

hace 1 mes


Zapopan, Jalisco, México Citi A tiempo completo
About the Role

We are seeking a skilled Financial Relationship Manager to join our team at Citi. As a key member of our banking services, you will be responsible for managing client relationships and ensuring their financial needs are met.

In this role, you will review customer needs, validate understanding, and advise on additional funds and products. You will also ensure coverage and product penetration through customer engagements and risk profiling.

Key Responsibilities:

  • Review product penetration and identify potential customers for tailored products.
  • Ensure coverage of all relationships through customer engagements, risk profiling, and financial planning.
  • Organize events for our valued clients.
  • Acquire new CitiGold customers through referral leads.
  • Maintain compliance with KYC/AML and other regulatory norms.

Requirements:

  • 0-2 years of relevant experience in relationship management or a related field.
  • Excellent communication and interpersonal skills.
  • Mandatory certifications for selling financial products.

What We Offer

As a Financial Relationship Manager at Citi, you can expect a competitive salary of around $80,000 per year, depending on your location and level of experience. Our comprehensive benefits package includes health insurance, retirement plans, and paid time off.

Citi is an equal opportunity employer, providing equal consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.



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