Financial Services Relationship Manager

hace 1 semana


Cuernavaca, Morelos, México 09516 Banco Nacional de Mexico, S.A., integrante del Grupo Financiero Banamex A tiempo completo
Job Summary

The Citigold Relationship Banker is a developing professional role within the Private Client Coverage team at 09516 Banco Nacional de Mexico, S.A., integrante del Grupo Financiero Banamex. This position requires a strong understanding of financial services and the ability to build and maintain relationships with high net worth clients.

Key Responsibilities
  • Client Account Management
    • Review and analyze client needs and asset allocation to provide tailored financial solutions.
    • Develop and implement strategies to enhance client relationships and increase revenue.
  • Compliance, Risk & Controls
    • Ensure adherence to regulatory requirements and internal policies.
    • Identify and mitigate potential risks to maintain a secure and compliant environment.
  • Business Development
    • Identify opportunities to cross-sell and upsell financial products and services.
    • Develop and maintain relationships with key stakeholders to drive business growth.
Requirements
  • 0-2 years of relevant experience in financial services.
  • Strong analytical and problem-solving skills.
  • Ability to work in a fast-paced environment and prioritize multiple tasks.
  • Mandatory certifications as required for selling financial products.
Education

Bachelor's / University degree or equivalent experience.

Certificación AMIB Vigente Figura III.



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