Financial Services Relationship Manager

hace 4 días


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

About the Role:

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: Develop and maintain strong relationships with existing clients, identifying their financial needs and providing tailored solutions to meet those needs.
  • Financial Planning: Work with clients to create comprehensive financial plans, including investment strategies and risk management.
  • Product Sales: Identify opportunities to sell Citigroup's financial products and services to clients, including investment products, credit cards, and other banking services.
  • Compliance and Risk Management: Ensure that all client interactions and transactions are in compliance with relevant laws and regulations, and that risk is managed effectively.
  • Team Collaboration: Work closely with other members of the Private Client Coverage team to achieve business objectives and provide exceptional client service.

Requirements:

  • 0-2 years of relevant experience in financial services or a related field.
  • Strong communication and interpersonal skills, with the ability to build and maintain relationships with clients and colleagues.
  • Mandatory certifications as required for selling financial products.
  • Bachelor's/University degree or equivalent experience.

What We Offer:

Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.



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