Financial Services Professional
hace 2 meses
The Citigold Relationship Banker role offers a challenging opportunity for professionals to develop their skills in monitoring, assessing, analyzing and/or evaluating processes and data. Key responsibilities include identifying policy gaps and formulating policies, interpreting data and making recommendations, researching and interpreting factual information, and integrating established disciplinary knowledge with basic understanding of related industry practices.
**Job Overview**:
This is a developing professional role that requires excellent communication and interpersonal skills, as well as the ability to manage relationships both internal and external. The successful candidate will be responsible for reviewing client needs and asset allocation, proactively engaging with clients to validate understanding, and advising clients on additional products and services based on current and future needs.
**Key Responsibilities:**
Client Account Management:
- Review CG customer needs and asset allocation
- Proactively engage with customers to validate understanding
- Advise CG customers on additional products and services
- Review product penetration for assigned client base
- Ensure coverage of all relationships through customer engagements, risk profiling, and financial planning
Compliance, Risk & Controls:
- Ensure KYC/AML and other compliance norms are strictly adhered to
Requirements:
- 0-2 years relevant experience
- Ability to manage relationships both internal and external
- Mandatory certifications as required for selling financial products
- Bachelor's/University degree or equivalent experience
Estimated salary: $60,000 - $80,000 per year. Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
-
Financial Services Professional
hace 1 mes
Xico, México American Airlines A tiempo completoAccounting and Clerical SupportWe are seeking a detail-oriented Financial Services Professional to provide accounting and clerical support to our Controller. This is an excellent opportunity for someone with a strong background in accounting to join our team and take on new challenges.Responsibilities:Data entry and filing of financial documentsBudgeting and...
-
Financial Services Sales Professional
hace 5 días
Xico, México Citi A tiempo completoCompany OverviewCiti is a leading global bank dedicated to serving the financial needs of individuals, families and institutions. Our mission is to empower progress and improve lives.Job DescriptionWe are seeking a skilled Financial Services Sales Professional to join our team. In this role, you will be responsible for communicating daily market updates and...
-
Xico, México Trusteer Financial A tiempo completoCompany OverviewTrusteer Financial is a rapidly expanding finance and accounting firm dedicated to providing top-tier financial consulting services to early and mid-stage technology and media startups. Our mission is to alleviate the financial challenges of launching and scaling businesses through expert CFO advisory, accounting, and transaction services....
-
Chief Financial Officer: Financial Services Professional
hace 4 semanas
Xico, México Tk Recruitment A tiempo completoCompany OverviewTk Recruitment is a rapidly growing FinTech company dedicated to revolutionizing financial services in Mexico. Our strong commitment to innovation drives us to find highly qualified professionals like you.SalaryThe estimated annual salary for this role is approximately $120,000 USD, determined by your experience and skills. You will also...
-
Financial Services Advisor
hace 7 días
Xico, México Citi A tiempo completoAt Citi, we offer a dynamic and rewarding career path for individuals who are passionate about delivering exceptional financial services to our clients.We are currently seeking an experienced Financial Services Advisor to join our team in Mexico. This role will involve providing personalized advice to clients, identifying their needs, and offering tailored...
-
Financial Services Professional
hace 4 semanas
Xico, México Mufg Mexico A tiempo completoAbout MUFG MexicoMUFG Mexico is a leading financial institution dedicated to making a difference in the lives of our clients and communities. As a Risk Trainee, you will be part of a team that prioritizes trust, innovation, and sustainability.Our CultureWe value long-term relationships, serving society, and fostering shared growth. Our vision is to be the...
-
Financial Services Liaison
hace 3 días
Xico, México Oswego Fcu A tiempo completoCompany OverviewOswego County FCU is a member-owned, not-for-profit financial cooperative association. Founded in 1975, our organization is dedicated to delivering quality financial products and services in a professional, courteous, and timely manner.Salary InformationThe salary for this role starts at $15.50 per hour. We offer competitive compensation and...
-
Financial Services Credit Analyst Professional
hace 4 semanas
Xico, México Citi A tiempo completoThe Financial Services Credit Analyst Professional is a developing role at Citi. It involves applying specialty knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. This requires identifying policy gaps and formulating policies, interpreting data to make recommendations, researching and interpreting factual information, and...
-
Financial Services Representative
hace 2 meses
Xico, México Citi A tiempo completoAre you looking for a challenging role that combines customer service and sales skills? Citi, a leading financial institution, is seeking a highly motivated Financial Services Representative to join our team. As a key member of our Consumer Sales team, you will be responsible for providing exceptional customer service and meeting sales targets for financial...
-
Financial Services Support Specialist
hace 1 mes
Xico, México Quantum A tiempo completoAbout the CompanyQuantum Financial Technologies revolutionizes small business lending with innovative financial solutions tailored to their unique needs. We are a dedicated lending partner, empowering SMBs to achieve growth objectives by offering diverse and adaptable financial services.Job SummaryThe Financial Services Support Specialist is responsible for...
-
Global Banking and Financial Services Professional
hace 2 meses
Xico, México Hsbc A tiempo completoClient Services Support Role at HsbcWe are seeking an experienced professional to join our team in the role of Client Services Support, where you will have the opportunity to work with a talented team and make a valuable contribution to our success.About Us:Hsbc is one of the largest banking and financial services organizations in the world, operating in 64...
-
Financial Services Professional
hace 1 semana
Xico, México Hsbc A tiempo completoDiscover a fulfilling career at Hsbc where you can make a meaningful impact. As one of the world's largest banking and financial services organisations, we operate in 64 countries and territories.We are seeking an experienced Onboarding Analyst to join our team. Your primary responsibilities will include:Reviewing documents to ensure compliance with Account...
-
Support Services Coordinator
hace 2 días
Xico, México Trusteer Financial A tiempo completoAbout UsTrusteer Financial is a boutique finance and accounting firm based in New York, serving as a trusted partner and advisor to companies in the technology, media, entertainment, life sciences, and crypto industries. Our mission is to remove financial friction for startups and established businesses through CFO advisory, Accounting, Tax, and transaction...
-
Data Analyst Professional
hace 2 meses
Xico, México Hsbc A tiempo completo**Company Overview:**Hsbc is a leading financial services organization that offers a wide range of banking and financial services to individuals, businesses, and institutions around the world. **Job Description:**We are seeking an experienced Data Analyst Professional to join our team in the role of Business Analyst - Finance. This individual will be...
-
Financial Growth Specialist
hace 4 semanas
Xico, México One Park Financial A tiempo completoWe are seeking a motivated Financial Growth Specialist to join our team at One Park Financial.About the OpportunityAs an inside sales professional, you will play a key role in building lasting relationships with small business owners through fielding inbound calls, outbound follow-ups, text, and emails. Our team supports its staff by marketing aggressively...
-
Senior Financial Services Consultant
hace 4 semanas
Xico, México Syncreon Consulting A tiempo completoWe are seeking a highly skilled Senior Financial Services Consultant to join our team at Syncreon Consulting. This role involves working closely with clients to deliver value and highest return on investment.The ideal candidate will have a strong understanding of the financial services sector, particularly in retail banking and risk management. They should...
-
Financial Services Relationship Manager
hace 3 días
Xico, México Citi A tiempo completo**Job Summary**:We are seeking a highly skilled Financial Services Relationship Manager to join our team at Citi. As a key member of our Private Client Coverage group, you will be responsible for managing client relationships and providing exceptional service to our high net worth clients.**Responsibilities**:- Develop and maintain strong relationships with...
-
Financial Accounting Professional
hace 5 días
Xico, México Ttec A tiempo completoAbout the Role: We are seeking a highly skilled Financial Accounting Professional to join our team in Mexico City. As a Senior Accountant, GL, you will play a critical role in providing accurate financial journal entries and balance sheets for reporting and audit processes.
-
Financial Development Professional
hace 2 meses
Xico, México Softwareone A tiempo completoJob Overview: We are seeking a Financial Development Professional to join our team as part of the SoftwareOne Apprentice Program in Mexico City. The successful candidate will have the opportunity to dive into one of four key roles within our finance team, contributing to our organization's financial success.
-
Financial Services Professional
hace 3 días
Xico, México Citigroup Inc. A tiempo completoAt Citigroup Inc., we are seeking a talented Financial Services Professional to join our team in Mexico.About the Role:We are looking for an individual who can sell separate account services or finance products directly to corporate clients, help the team service clients in the buying and selling of securities, derivatives, FX, and commodities, drive the...