Financial Services Relationship Manager

hace 2 meses


Ciudad de México, Ciudad de México 09516 Banco Nacional de Mexico, S.A., integrante del Grupo Financiero Banamex A tiempo completo
Job Description

The Citigold Relationship Banker is a developing professional role responsible for monitoring, assessing, analyzing, and evaluating processes and data. This position requires the ability to identify policy gaps and formulate policies, interpret data, and make recommendations. The ideal candidate will also have strong research skills and the ability to integrate established disciplinary knowledge with a basic understanding of related industry practices. Key Responsibilities:

  • Client Account Management
  • Review CG customer needs and asset allocation, proactively engage with the customer to validate the understanding of their needs.
  • Advise CG customers to enrich the relationships by mobilizing additional funds and selling other fee-based products/services based on the current and future customer needs.
  • Review product penetration for the assigned client base, identify potential CG 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 CG 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 will be measured by specific metrics.
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets, by driving compliance with applicable laws, rules, and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct, and business practices, and escalating, managing, and reporting control issues with transparency.

Requirements:

  • 0-2 years of relevant experience
  • Ability to manage relationships both internal and external; ability to prioritize
  • Mandatory certifications as required for selling financial products

Education:

  • Bachelor's/University degree or equivalent experience

Certificación AMIB fig 3 (deseable)



  • Ciudad de México, Ciudad de México South Yorkshire Fire & Rescue A tiempo completo

    South Yorkshire Fire & Rescue seeks a highly skilled Financial Services Manager to join their team at their central headquarters in Sheffield. This exciting opportunity allows the successful candidate to play a key role in supporting the efficient and effective delivery of the organization's strategic objectives and priorities.The overall purpose of this...


  • Ciudad de México, Ciudad de México Citi A tiempo completo

    The Field Sales Lead Officer is an intermediate position responsible for providing customer service assistance and meeting sales targets for financial products and services within their assigned district or location, in coordination with the broader Consumer Sales and Wealth Management team.**Job Overview:**The overall objective is to utilize a wide range of...


  • Ciudad de México, Ciudad de México Sagan A tiempo completo

    Company Overview">Sagan is an exclusive membership community that bridges the gap between global talent and US-based businesses, connecting candidates with leading American companies.The company values professionalism, transparency, and a proactive approach to client engagement in providing exceptional property management services.About the Company">We are...


  • Ciudad de México, Ciudad de México Siemens Energy A tiempo completo

    About the RoleWe are seeking a highly skilled Strategic Financial Services Manager to join our team in Mexico City. In this role, you will be responsible for providing financial guidance and support to our projects, ensuring accurate financial reporting and compliance with Siemens Energy's Financial Reporting Guidelines.Key Responsibilities:Financial...


  • Ciudad de México, Ciudad de México C.H. Robinson A tiempo completo

    We are seeking a highly skilled Logistics Relationship Manager to join our team at C.H. Robinson.This is a full-time opportunity that requires a high level of expertise in logistics, customer service, and relationship building.The successful candidate will be responsible for establishing and maintaining strong relationships with existing customers,...


  • Ciudad de México, Ciudad de México Pacifica Continental A tiempo completo

    Job Description:Financial DirectorAt Pacifica Continental, we are seeking an exceptional Financial Director to oversee and direct all aspects of the finance function. This role is responsible for ensuring the implementation of sound accounting procedures and controls, as well as timely, reliable, and accurate financial reporting.Key Responsibilities:Direct...


  • Ciudad de México, Ciudad de México Clip A tiempo completo

    We are a leading FinTech startup in Mexico, changing the way payments work. Our mission is to empower people to exchange value directly from a mobile device.As an Accounting Jr. Manager Financial Services at Clip, you will be responsible for supporting all aspects of accounting and financial analysis based on USGAAP and Mexican GAAP policies. You will work...


  • Ciudad de México, Ciudad de México Capgemini A tiempo completo

    We are seeking a skilled Financial Services Project Manager to join our team at Capgemini. This is a challenging role that requires strong leadership and project management skills, as well as excellent communication and organizational abilities.As a Senior Banking Project Management Professional, you will be responsible for leading multiple projects...


  • Naucalpan de Juárez, México Citi A tiempo completo

    Job DescriptionAbout Citi: As a global bank, we are committed to building a better future for all our stakeholders. We believe that every employee is a valuable asset in achieving this goal.Salary: $60,000 - $80,000 per annum, depending on experience and qualifications.Candidate Overview: We are seeking a highly motivated and experienced Senior Financial...


  • Ciudad de México, Ciudad de México Citi A tiempo completo

    At Citi, we are seeking an experienced Financial Services Representative to join our team. As a key member of our consumer sales department, you will be responsible for providing exceptional customer service and meeting sales targets for financial products and services.The ideal candidate will have strong communication skills, the ability to build...


  • Ciudad de México, Ciudad de México LeadAdvisors A tiempo completo

    Role OverviewWe are seeking a highly motivated Financial Services Representative to join our team. As a key member of our sales team, you will be responsible for driving new business and promoting our financial products and services.About the RoleThis is an onsite position that requires excellent communication and interpersonal skills. You will work closely...


  • Ciudad de México, Ciudad de México Tui A tiempo completo

    Location: Cancun, MexicoWe are seeking a Financial Services Expert to join our team based in Cancun, Mexico.TUI Global Business Services is a leading global tourism group that thrives on working in intercultural environments. Our Finance department plays a crucial role in providing high-quality financial services to internal and external customers.The...


  • Ciudad de México, Ciudad de México SAP Fioneer A tiempo completo

    We are seeking a highly motivated and detail-oriented Enterprise Financial Services Specialist to join our team at SAP Fioneer. As a Customer Success Associate, you will play a critical role in providing exceptional support to our clients, ensuring their financial services needs are met.As an entry-level position, this role offers extensive on-the-job...


  • Ciudad de México, Ciudad de México Citigroup Inc. A tiempo completo

    Job Description:The Financial Services Professional - Corporate Banking is an intermediate level role within the Institutional Banking team at Citigroup Inc. This position plays a crucial part in driving revenue growth through cross-selling the firm's comprehensive platform to major market clients.Key Responsibilities:Collaborate with Senior Bankers to...


  • Ciudad de México, Ciudad de México Banner Bank A tiempo completo

    Banner Bank, a financial institution with over 130 years of history and a reputation for trustworthiness, is seeking an exceptional Banking Relationship Consultant to join their team. As one of the Best 100 Banks in America, according to Forbes, and named one of the Most Trustworthy Companies by Newsweek, we take pride in our core values of listening,...


  • Ciudad de México, Ciudad de México Citi A tiempo completo

    About the RoleWe are seeking a skilled Senior Client Relationship Manager to join our team at Citi. This is a full-time opportunity that requires strong communication and interpersonal skills, as well as experience in customer-facing roles.Job DescriptionThe successful candidate will be responsible for communicating daily market updates and trading...


  • Ciudad de México, Ciudad de México Thomson Reuters A tiempo completo

    About the RoleAs a Senior Project Manager – Accounting Tax, you will lead cross-functional teams to deliver large-scale projects and drive business growth. This role requires strategic thinking, effective communication, and strong leadership skills.About YouYou're a fit for this role if you have:Bachelor's degreeFluent EnglishExperience in project...


  • Ciudad de México, Ciudad de México Apex Group A tiempo completo

    Senior Vice President Private Equity Fund Accounting OpportunityThis is an excellent chance to lead our growing fund accounting team in Mexico City, overseeing all closed-ended teams involved in fund accounting operations. The role will require collaboration with US-based relationship managers and operation heads to provide fund accounting services for...


  • Ciudad de México, Ciudad de México Citi A tiempo completo

    The Financial Services Representative is an entry-level position at Citi where students gain a solid foundation of knowledge and training to contribute as valuable resources.Responsibilities:Perform basic tasks under direct supervision, apply knowledge of routine work area procedures, complete standardized activities, exchange basic information, and resolve...


  • Ciudad de México, Ciudad de México PSI CRO A tiempo completo

    Unlock New Opportunities with Milestone OneMilestone One, a Site Enabling Services organization based in Zug, Switzerland, is seeking a seasoned Clinical Relationship Manager to strengthen our network and drive business growth.About the RoleSustain long-lasting relationships with Investigators, Medical Institutions representatives, and clients (sponsors and...