Financial Planning Specialist

hace 1 día


Xico, México Citi A tiempo completo
Role Overview

The Financial Planning Specialist plays a vital role in developing professional skills. This specialist applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating financial data and processes. Identifies policy gaps and formulates policies to ensure effective financial planning.

Main Responsibilities:

  • Provide daily market update and strategic plan for clients and individual sales staff.
  • Utilize a holistic financial planning approach to educate and help customers identify financial gaps in their current wealth or asset allocation and introduce suitable products.
  • Clients will receive regular market updates and technical analysis through daily interactions.
  • Collaborate with Branch Managers to set plans to meet financial commitments.
  • Assist bankers in meeting team goals.
  • Maintain compliance and internal control requirements on sales activities.
  • Promote positive relationships with customers to ensure consistent and superior banking experiences.
Key Qualifications

0-2 years of experience in financial planning is preferred. Essential skills include excellent communication and people skills, as well as knowledge of financial planning skills, insurance laws, insurance products, and investment products. The ideal candidate is enthusiastic about achieving goals and can work under pressure to deliver individual sales targets. A positive corporate mindset and openness to change are also required.

Proficiency in SAS and Excel is necessary. A Bachelor's/University degree or equivalent experience is mandatory. Good knowledge of tax law and general financial and economic market trends is an advantage.

Estimated Salary Range: $60,000 - $90,000 per annumAbout Citi

Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.



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