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Financial Services Advisor

hace 2 meses

Ciudad de México, Ciudad de México Citi A tiempo completo
About the Role

Citi is seeking a highly motivated and detail-oriented Financial Services Advisor to join our team. As a Financial Services Advisor, you will be responsible for providing exceptional customer service and financial guidance to clients, identifying their needs, and offering tailored solutions to meet their financial goals.

Key Responsibilities
  • Prospect and identify potential clients through telemarketing and other means
  • Develop and implement personalized financial plans and strategies for clients
  • Conduct thorough needs assessments and provide recommendations for financial products and services
  • Build and maintain strong relationships with clients through regular communication and follow-up
  • Meet or exceed sales targets and performance metrics
Requirements
  • Bachelor's degree in a related field or equivalent experience
  • Minimum 1 year of experience in sales, marketing, or a related field
  • Strong communication and interpersonal skills
  • Ability to work in a fast-paced environment and meet sales targets
  • Knowledge of financial products and services a plus
What We Offer

Citi is an equal opportunity employer and offers a competitive salary and benefits package, as well as opportunities for professional growth and development.