Senior Financial Services Relationship Manager

hace 1 mes


Xico, México Citi A tiempo completo

Citi is a leading global bank seeking a highly skilled Senior Financial Services Relationship Manager to join our team in Mexico City. As a key member of our Private Client Coverage group, you will be responsible for building and maintaining strong relationships with high net worth individuals and families, providing personalized financial solutions to meet their unique needs.

Key Responsibilities:

  • Review customer needs and asset allocation, proactively engaging with clients to validate their understanding of their financial objectives.
  • Advise clients on investment opportunities and provide guidance on wealth management strategies.
  • Identify potential new business opportunities and develop strategies to acquire new clients.
  • Maintain compliance with regulatory requirements and ensure adherence to Citi's risk management policies.

Requirements:

  • 2-5 years of experience in financial services or a related field.
  • Strong relationship-building skills and ability to communicate complex financial concepts to clients.
  • Proven track record of meeting sales targets and growing client relationships.

Compensation and Benefits:

The estimated salary range for this role is $120,000 - $180,000 per year, plus bonus potential based on individual performance. Additionally, Citi offers a comprehensive benefits package, including medical, dental, and vision insurance, 401(k) matching, and paid time off.

About Citi:

Citi is an equal opportunity employer committed to diversity and inclusion. We are proud to be an affirmative action employer and welcome applications from qualified candidates of all backgrounds.



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