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Financial Services Specialist

hace 2 meses

Cuernavaca, Morelos, México 09516 Banco Nacional de Mexico, S.A., integrante del Grupo Financiero Banamex A tiempo completo

The Citigold Relationship Banker is a key role in our Private Client Coverage team. As a developing professional, you will apply your knowledge in monitoring, assessing, analyzing, and evaluating processes and data to identify policy gaps and formulate policies. You will interpret data, make recommendations, and research factual information to ensure consistency in data or results. Your role will involve developing a working knowledge of industry practices and standards, and you will have a good understanding of how the team interacts with others to accomplish objectives.

Responsibilities:

  • Client Account Management: Review CG customer needs and asset allocation, proactively engage with customers to validate understanding of needs.
  • Review product penetration for assigned client base, identify potential CG customers who can be sold tailored products to enhance product penetration.
  • Ensure coverage of all relationships through customer engagements, risk profiling, and financial planning.
  • Organize CG customer events to enhance customer bonding.
  • Acquire new CitiGold customers through converting referral leads.
  • Compliance, Risk & Controls: Ensure that KYC/AML and other compliance norms are strictly adhered to.
  • Fulfilling clients' necessities while providing an exceptional client experience is the expected behavior from all our employees.

Qualifications:

  • 0-2 years relevant experience
  • Ability to manage relationships both internal and external; Ability to prioritize
  • Mandatory certifications as required for selling financial products

Education:

  • Bachelor's/University degree or equivalent experience

Certificación AMIB Vigente Figura III

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.