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Financial Services Advisor
hace 2 meses
About the Role:
The Financial Services Advisor is an intermediate position responsible for providing financial solutions to clients. To be successful in this role, you will need a strong understanding of financial markets and products, as well as excellent communication and interpersonal skills.
Key Responsibilities:
- Develop and maintain relationships with clients to understand their financial needs and goals.
- Provide financial advice and guidance to clients, including investment and savings options.
- Work with clients to create personalized financial plans and strategies.
- Stay up-to-date on market trends and economic conditions to provide informed advice to clients.
Requirements:
- Licenciatura in Economics or Business Administration, or equivalent experience.
- 1-2 years of experience in a related field, such as sales or financial services.
What We Offer:
Citi is a leading global bank with a strong presence in Mexico. As a Financial Services Advisor, you will have the opportunity to work with a diverse range of clients and develop your skills and expertise in financial services.
