Financial Services Specialist

hace 3 semanas


Uruapan, Michoacán de Ocampo, México Citi A tiempo completo
About Citi

Citi is a leading global bank with operations in over 160 countries. As a Relationship Banker, you will be part of our Private Client Coverage team, providing exceptional service to high net worth individuals and families.

Job Description

The Financial Services Specialist - Wealth Management role is responsible for managing client relationships, identifying opportunities to grow their wealth, and delivering tailored financial solutions. This includes:

  • Reviewing clients' needs and asset allocation to proactively engage and validate their understanding of their financial goals.
  • Advising clients on how to enhance their relationships with us by mobilizing additional funds and selling fee-based products and services that meet their current and future needs.
  • Ensuring comprehensive coverage of all client relationships through regular engagements, risk profiling, and financial planning.
  • Organizing events to foster strong relationships with our clients.

This role requires:

Key Responsibilities:
  • Client Account Management
  • Compliance, Risk & Controls

To succeed in this role, you should have:

  • 0-2 years of relevant experience in wealth management or a related field.
  • A Bachelor's/University degree or equivalent experience.
  • Mandatory certifications as required for selling financial products.

We offer a competitive salary range of $80,000 - $110,000 per year, depending on your location and experience. Additionally, we provide a comprehensive benefits package, including health insurance, retirement savings plan, and paid time off.



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