Financial Services Specialist

hace 2 semanas


Cuernavaca, Morelos, México Citi A tiempo completo

Citi Job Overview

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The Citigold Relationship Banker is a developing professional role that requires applying specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifying policy gaps and formulating policies are key responsibilities of this position.

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Key Responsibilities:

  • Client Account Management:
    • Review customer needs and asset allocation to proactively engage with the customer and validate their understanding of their needs.
    • Advise customers on enriching relationships by mobilizing additional funds and selling fee-based products/services based on current and future customer needs.
    • Ensure coverage of all relationships through customer engagements, risk profiling, and financial planning.
    • Organize customer events to enhance bonding and acquire new CitiGold customers through converting referral leads.
  • Compliance, Risk & Controls:
    • Ensure strict adherence to KYC/AML and other compliance norms.
    • Fulfill client necessities while providing an exceptional client experience, measured by specific metrics.

Qualifications:

  • 0-2 years relevant experience.
  • Ability to manage internal and external relationships and prioritize tasks.
  • Mandatory certifications for selling financial products.

Benefits:

  • A competitive salary, estimated to be around $80,000 - $120,000 per year, depending on location and experience.
  • A comprehensive benefits package, including health insurance, retirement plans, and paid time off.
  • Ongoing training and development opportunities to enhance skills and advance career.

Salary Range: $80,000 - $120,000 per year



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