Patrimonial Wealth Management Professional

hace 6 días


Cuernavaca, Morelos, México Citi A tiempo completo

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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