Senior Financial Relationship Manager

hace 2 meses


Naucalpan de Juárez, México Citi A tiempo completo
Job Description

About 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 Relationship Manager to join our team. The successful candidate will be responsible for building and maintaining strong relationships with our high net worth clients, identifying their financial needs and providing tailored solutions to meet those needs.

Main Responsibilities:

  • Review client needs and develop effective financial plans to meet those needs.
  • Advising clients on investment opportunities and providing guidance on asset allocation.
  • Identifying new business opportunities and implementing strategies to acquire new clients.
  • Ensuring compliance with all relevant laws and regulations.

Requirements:

  • 0-2 years of experience in a similar role.
  • Strong communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • Mandatory certifications for selling financial products.

Education: Bachelor's degree or equivalent experience.



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