Patrimonial Wealth Management Professional
hace 6 días
Citi is seeking a highly skilled and motivated Patrimonial Wealth Management Professional to join our team in Cuernavaca. The ideal candidate will have 0-2 years of relevant experience and possess excellent communication and relationship-building skills.
**Key Responsibilities:**
The successful candidate will be responsible for:
* Client Account Management: Review customer needs and asset allocation, proactively engage with customers to validate their understanding of needs, and advise customers on enriching relationships by mobilizing additional funds and selling fee-based products/services.
* Compliance, Risk & Controls: Ensure adherence to KYC/AML and other compliance norms while providing an exceptional client experience.
**Requirements:**
To be considered for this role, applicants should have:
* Strong analytical and problem-solving skills
* Ability to manage relationships both internal and external
* Ability to prioritize tasks
* Mandatory certifications as required for selling financial products
**Education:**
A Bachelor's/University degree or equivalent experience is required.
**Compensation and Benefits:**
The estimated annual salary for this position is $70,000, which includes a comprehensive benefits package.
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