Financial Services Specialist
hace 2 semanas
The Citigold Private Banker Associate role is a developing professional position. This role involves applying specialized knowledge in monitoring, assessing, analyzing, and evaluating processes and data. The job requires identifying policy gaps and formulating policies, interpreting data, and making recommendations. Researching and interpreting factual information is also a critical aspect of this role, as is identifying inconsistencies in data or results and defining business issues to formulate recommendations on policies, procedures, or practices. This position also requires integrating established disciplinary knowledge within the specialty area with a basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area is also necessary. Developing working knowledge of industry practices and standards is essential for this role. The job holder has a limited but direct impact on the business through the quality of the tasks/services provided, and the impact is restricted to own team.
**Key Responsibilities:**
Client Account Management
- Review customer needs and asset allocation, proactively engage with the customer to validate the understanding of needs.
- Advise customers to enrich relationships by mobilizing additional funds and selling other fee-based products/services based on current and future customer needs.
- Review product penetration for the assigned client base, identify potential customers who can be sold tailored products to enhance product penetration.
- Ensure coverage of all relationships through customer engagements, risk profiling, and financial planning.
- Organize customer events to enhance customer bonding.
- Acquire new CitiGold customers through converting referral leads.
**Compliance, Risk & Controls**
- Ensure that KYC/AML and other compliance norms are strictly adhered to.
- Fulfilling the clients' necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.
**Qualifications:**
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
**Education:**
Bachelor's/University degree or equivalent experience
Certificación AMIB
Job Summary: The Citigold Private Banker Associate role is a developing professional position that involves applying specialized knowledge in monitoring, assessing, analyzing, and evaluating processes and data.
Responsibilities:
- Client Account Management
- Compliance, Risk & Controls
Qualifications:
- 0-2 years relevant experience
- Ability to manage relationships both internal and external
- Ability to multi-task
Education: Bachelor's/University degree or equivalent experience
Certifications: Mandatory certifications as required for selling financial products
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