Senior Banking Professional

hace 22 horas


León de los Aldama, Guanajuato, México Citi A tiempo completo

The Citigold Relationship Banker is a key role within Citi's Private Client Coverage team. This position requires a developing professional with a strong understanding of specialty area knowledge in monitoring, assessing, analyzing, and evaluating processes and data. The ideal candidate will identify policy gaps and formulate policies, interpret data, and make recommendations. They will also research and interpret factual information, identify inconsistencies in data or results, and define business issues. Additionally, they will formulate recommendations on policies, procedures, or practices, and integrate established disciplinary knowledge within their specialty area with a basic understanding of related industry practices.

Key Responsibilities:

- Client Account Management: Review CG customer needs and asset allocation, proactively engage with the customer to validate the understanding of the needs. Advise CG customers to enrich the relationships by mobilizing additional funds and selling other fee-based products/services based on the current and future customer needs.

- Compliance, Risk & Controls: Ensure that KYC/AML and other compliance norms are strictly adhered to. Fulfill the clients' necessities while providing an exceptional client experience.

Requirements:

- 0-2 years relevant experience

- Ability to manage relationships both internal and external; Ability to multi-task

- Mandatory certifications as required for selling financial products

Education:

Bachelor's/University degree or equivalent experience

Job Family Group: Private Client Coverage

Job Family: Relationship Banker

Time Type: Full time



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