Financial Services Professional

hace 6 días


Irapuato, Guanajuato, México Citi A tiempo completo

The Citigold Relationship Banker role at Citi is an exciting opportunity for a developing professional to apply their knowledge and skills in a fast-paced environment. As a key member of our team, you will be responsible for monitoring, assessing, analyzing, and evaluating processes and data to identify policy gaps and formulate policies.

**Key Responsibilities:**

We are seeking a skilled and experienced individual who can:

  • Review client needs and asset allocation, proactively engaging with customers to validate their understanding of their needs;
  • Advise clients on enriching relationships by mobilizing additional funds and selling other fee-based products/services based on current and future customer needs;
  • Review product penetration for assigned clients, identifying potential customers who can be sold tailored products to enhance product penetration;
  • Evaluate customer relationships, risk profiling, and financial planning to ensure comprehensive coverage;
  • Organize events to enhance customer bonding and foster strong relationships;
  • Acquire new CitiGold customers through converting referral leads;

**Qualifications and Requirements:**

To succeed in this role, you should possess the following qualifications:

  • 0-2 years of relevant experience;
  • Ability to manage internal and external relationships;
  • Excellent communication and interpersonal skills;
  • Mandatory certifications for selling financial products;

**Education and Certifications:**

A Bachelor's/University degree or equivalent experience is required. Additionally, certifications such as Fig. 3 are desirable.

**Language Proficiency:** Fluent English language skills are essential.

**Job Family Group:** Private Client Coverage

**Salary Range:** Estimated annual salary: $60,000 - $80,000 based on location and experience.

Citi is an equal opportunity employer and welcomes applications from diverse candidates. We offer a competitive salary range, benefits, and opportunities for growth and development.


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