Financial Services Professional

hace 1 semana


Xico, México Citi A tiempo completo

Citi, a leading global bank, is seeking a Financial Services Professional to join its team. This role offers an excellent opportunity for professional growth and development.

**Job Description:**

The successful candidate will be responsible for managing client relationships, providing financial planning and advice, and ensuring compliance with regulatory requirements. Key responsibilities include:

  • Reviewing customer needs and asset allocation to provide tailored financial solutions
  • Developing and maintaining strong relationships with clients to enhance their experience and loyalty
  • Ensuring compliance with Know Your Customer (KYC) and Anti-Money Laundering (AML) regulations
  • Fulfilling client needs while providing exceptional service and exceeding expectations

**Requirements:**

  • 0-2 years of relevant experience in financial services or a related field
  • Strong communication and interpersonal skills to build and maintain client relationships
  • Mandatory certifications for selling financial products
  • Bachelor's/University degree or equivalent experience

**Benefits:**

Citi offers a competitive salary range of $60,000 - $80,000 per year, depending on location and experience. The company also provides a comprehensive benefits package, including medical, dental, and vision insurance, 401(k) matching, and paid time off.

**About Citi:**

Citi is an equal opportunity employer committed to diversity and inclusion. We welcome qualified applicants from all backgrounds and are proud to offer a workplace that values and celebrates individual differences.



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