Relationship Banker with Client Account Management Responsibilities

hace 4 semanas


Puebla, Puebla, México Citi A tiempo completo
About the Role

The Relationship Banker is a developing professional role at Citi. This position requires specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data to identify policy gaps and formulate policies.

Responsibilities:

  • Client Account Management - Review client needs and asset allocation, proactively engage with clients to validate understanding of their needs.
  • Advise clients to enrich relationships by mobilizing additional funds and selling fee-based products/services based on current and future client needs.
  • Review product penetration for assigned client base, identify potential clients who can be sold tailored products to enhance product penetration.
  • Ensure coverage of all relationships through customer engagements, risk profiling, and financial planning.
  • Organize client events to enhance client bonding.

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

Salary: $60,000 - $80,000 per year

Citi offers a range of benefits, including competitive salary, comprehensive health insurance, 401(k) matching program, and opportunities for career growth and development.



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