Senior Business Intelligence and Strategy Analyst

hace 1 semana


Xico, México Citigroup Inc. A tiempo completo

About the Role

The Senior Business Intelligence and Strategy Analyst plays a crucial role in driving business growth by analyzing market trends, identifying opportunities, and developing strategies to achieve financial goals. This is a dynamic position that requires strong analytical skills, excellent communication, and a keen understanding of financial markets.

Key Responsibilities

  • Provide daily market updates and strategic planning advice to clients and individual sales staff to inform their investment decisions.
  • Utilize a holistic approach to financial planning, educating customers on identifying financial gaps and introducing suitable products.
  • Cultivate strong relationships with branch colleagues, providing regular market updates and technical analysis to ensure alignment with business objectives.
  • Collaborate with Branch Managers to set and meet financial commitments, ensuring successful outcomes for the team.
  • Maintain high levels of compliance and adhere to internal controls on sales activities.
  • Deliver exceptional customer experiences, building trust and loyalty through superior banking services.

Requirements

  • 0-2 years of experience in financial planning is preferred but not required.
  • Excellent communication and interpersonal skills are essential.
  • Strong knowledge of financial planning principles, insurance laws, insurance products, and investment products.
  • Able to work under pressure, delivering individual sales targets while maintaining a positive corporate mindset.
  • Familiarity with tax law and general financial and economic market conditions is advantageous.

Estimated Salary Range:$60,000 - $80,000 per annum



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