Financial Services Relationship Manager

hace 2 semanas


Tabasco, México Citi A tiempo completo

The Citigold Relationship Banker is a developing professional role that requires a strong understanding of financial services and client relationships. Key responsibilities include:

**Client Relationship Management**:

• Develop and maintain strong relationships with high net worth clients, understanding their financial needs and goals.

• Identify opportunities to cross-sell and upsell financial products and services to clients.

• Collaborate with internal teams to ensure seamless client service and support.

**Compliance and Risk Management**:

• Ensure adherence to regulatory requirements and internal policies related to Know Your Customer (KYC) and Anti-Money Laundering (AML).

• Identify and mitigate potential risks associated with client relationships and transactions.

**Business Development**:

• Develop and implement strategies to acquire new clients and grow existing relationships.

• Collaborate with internal teams to identify and pursue new business opportunities.

**Qualifications and Requirements**:

• 0-2 years of experience in financial services or a related field.

• Strong communication and interpersonal skills.

• Ability to work in a fast-paced environment and prioritize multiple tasks.

• Bachelor's degree or equivalent experience.

**Certifications and Training**:

• Mandatory certifications as required for selling financial products.

• Ongoing training and professional development to stay up-to-date on industry trends and best practices.



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