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Financial Services Relationship Manager

hace 2 meses

Cuernavaca, Morelos, México Citi A tiempo completo

The Citigold Relationship Banker is a developing professional role that requires a strong understanding of financial services and client relationships. The ideal candidate will have a solid grasp of financial analysis, risk management, and compliance regulations.

**Key Responsibilities:**

• Develop and maintain strong relationships with high net worth clients, understanding their financial needs and goals.

• Analyze client financial data to identify opportunities for growth and provide tailored financial solutions.

• Collaborate with internal teams to ensure seamless client service and support.

• Stay up-to-date on industry trends and regulatory changes to ensure compliance and risk management.

• Develop and implement strategies to increase client engagement and retention.

• Work closely with cross-functional teams to identify and capitalize on business opportunities.

**Requirements:**

• 0-2 years of experience in financial services or a related field.

• Strong analytical and problem-solving skills.

• Excellent communication and interpersonal skills.

• Ability to work in a fast-paced environment and prioritize multiple tasks.

• Bachelor's degree in a related field or equivalent experience.

**Certifications:**

Certification in financial planning or a related field is a plus.

**Job Family:**

Private Client Coverage

**Job Family Group:**

Financial Services

**Time Type:**

Full time