Financial Relationship Manager

hace 6 días


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.



  • Zapopan, Jalisco, México Citibank (Switzerland) Ag A tiempo completo

    Job OverviewCitibank (Switzerland) Ag is seeking a seasoned professional to fill the role of Corporate Relationship Manager - Senior. This position requires a high level of expertise in banking and investment products, as well as excellent communication and diplomacy skills.About the RoleThe successful candidate will be responsible for deepening...


  • Zapopan, Jalisco, México Cmr Technology Mexico A tiempo completo

    We are Cmr Technology Mexico, a Chinese automotive parts R&D, design, and manufacturing factory based in the northwest of Guadalajara.Our products are exported to the United States and Germany.We are seeking an experienced financial professional to join our team as a Global Financial Operations Manager.The successful candidate will have at least 5 years of...

  • Senior Accountant

    hace 6 días


    Zapopan, Jalisco, México TTI A tiempo completo

    TTI, Inc. - Financial Operations ManagerHeadquartered in Fort Worth, TX, TTI, Inc. is the world's leading authorized distributor of passive, connector, electromechanical and discrete components.About Our CompanyWe are a global organization with over 100 locations in North America, Europe, and Asia. Our team is growing rapidly, and we're looking for an...


  • Zapopan, Jalisco, México Birdman A tiempo completo

    **Company Overview**Birdman is a leading plant-based supplements and food company in Mexico, on a mission to encourage healthier, more sustainable, and cruelty-free food consumption through delightful and nutritious plant-based products.We are looking for a highly skilled Senior Accountant to join our team as our Accounting and Administration Manager.**Job...

  • Senior Financial Manager

    hace 2 semanas


    Zapopan, Jalisco, México Vantiva A tiempo completo

    Vantiva, a global technology leader in designing, developing, and supplying innovative products and solutions, is seeking a seasoned financial professional to manage the financial area of two companies in Mexico. As a Senior Financial Manager for the Optical and Corporate Division, you will be responsible for controlling and following up on local and...


  • Zapopan, Jalisco, México Iee A tiempo completo

    Located in MexicoFinance/AccountingIee is always looking for talented individuals to contribute to our success. As a Finance Manager, you will play a crucial role in maintaining the financial health of our company.**Key Responsibilities:**• Prepare accurate and detailed financial reports for management and stakeholders• Ensure compliance with financial...


  • Zapopan, Jalisco, México TTI A tiempo completo

    At TTI, Inc., we are seeking a highly skilled Senior Financial Operations Manager to join our team in Fort Worth, TX. As a key member of our finance department, you will be responsible for ensuring the accuracy and timing of daily transactions, coordinating finance-related projects, and guaranteeing the accuracy of vendor contracts and corporate...


  • Zapopan, Jalisco, México Philip Morris International A tiempo completo

    About Philip Morris InternationalWe are committed to delivering a smoke-free future. As part of our finance team, you will play a key role in shaping our financial modeling, planning, and forecasting tools.Job SummaryWe are seeking an experienced Financial Analyst to join our Finance team in Zapopan, Jalisco, Mexico. As a key member of the team, you will...


  • Zapopan, Jalisco, México Birdman A tiempo completo

    About the RoleWe are seeking a highly motivated and experienced Senior Sales Development Manager to join our team at Birdman. In this role, you will be responsible for driving business growth through strategic sales planning, team leadership, and customer relationship management.

  • Financial Risk Specialist

    hace 4 semanas


    Zapopan, Jalisco, México Arrow Electronics, Inc. A tiempo completo

    **Job Summary**:We are seeking a highly skilled Financial Risk Specialist to join our team at Arrow Electronics, Inc. This role will be responsible for actively participating in the healthy financial relationship between our company and our customers, providing an accurate understanding of the nature of the financial interactions and bringing forward...


  • Zapopan, Jalisco, México Ikea A tiempo completo

    About the RoleWe are seeking an experienced and highly skilled Chief Financial Operations Officer to join our team at IKEA. As a key member of our leadership team, you will play a critical role in driving the growth and profitability of our business.Key ResponsibilitiesSteer the financial operations of the store towards long-term growth and profitability by...


  • Zapopan, Jalisco, México Oracle A tiempo completo

    Senior Project Manager/Delivery Manager**Oracle Energy and Water Overview**The Oracle Energy and Water Global Delivery Consulting group partners with regional consulting centers to deliver high-performance Utilities solutions that increase customer competitiveness. Institutionalized methodologies are used in an offshore environment to develop world-class...


  • Zapopan, Jalisco, México Imaging Resources A tiempo completo

    About the RoleWe are seeking a highly skilled Business Development Manager to join our team at {company}. As a Business Development Manager, you will be responsible for identifying and pursuing new business opportunities, building and maintaining relationships with key clients, and driving sales growth.Key ResponsibilitiesConduct market research and analyze...


  • Zapopan, Jalisco, México Citi A tiempo completo

    The Client Relationship Manager at Citi plays a vital role in driving business growth by identifying and capitalizing on opportunities to improve client satisfaction and retention. This position requires a strong understanding of financial services and the ability to develop and implement effective strategies to enhance client relationships.Key...

  • Key Account Manager

    hace 4 semanas


    Zapopan, Jalisco, México Gain Mx A tiempo completo

    About the Role:The ideal candidate will be responsible for managing key client relationships and identifying opportunities for growth and development. This will involve working closely with internal stakeholders to develop strategic plans and execute sales strategies that meet or exceed client expectations.Key Responsibilities include:Develop and maintain...


  • Zapopan, Jalisco, México Jll A tiempo completo

    At JLL, we are committed to delivering exceptional results through our Integrated Facilities Management Team. As an Infrastructure Operations Manager, you will play a critical role in ensuring the efficient operation and maintenance of all facility electrical, mechanical, structural, and life safety equipment and systems.Key Responsibilities:Provide...

  • Procurement Manager

    hace 3 semanas


    Zapopan, Jalisco, México Birdman A tiempo completo

    Job Title: Procurement Manager    At Birdman, we are committed to revolutionizing the way we consume food, creating a more sustainable future. As a key member of our team, you will play a vital role in shaping our supply chain, ensuring we deliver healthy, delicious, and cruelty-free products to our customers.Job Summary:Develop and implement procurement...

  • Procurement Manager

    hace 4 semanas


    Zapopan, Jalisco, México Birdman A tiempo completo

    Birdman: A Sustainable Food RevolutionThe CompanyAt Birdman, we're pioneering a future where food is not only delicious but also sustainable, cruelty-free, and healthy. With eight consecutive years of 100% year-over-year growth, we're poised to expand into new markets and introduce innovative business lines.The RoleAs Procurement Manager, you'll oversee the...


  • Zapopan, Jalisco, México Patricia Baez Company A tiempo completo

    **Restaurant Operations Manager****Location**: Punta Cana, Dominican Republic**Employment Type**: On-site (not remote)**Job Summary**:**Responsibilities**:As a Restaurant Operations Manager at Patricia Baez Company, you will oversee the opening of our restaurant, ensuring all aspects of the operation are set up and ready for service. This includes managing...


  • Zapopan, Jalisco, México Citi A tiempo completo

    **Key Responsibilities**:As a Pyme Business Development Specialist at Citi, you will be responsible for building and maintaining strong relationships with clients in our portfolio, providing expert advice on our segment products. Your goal will be to grow our client base and increase revenue through strategic sales and relationship management.**Key...