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Financial Development Banker

hace 2 meses

Aguascalientes, Aguascalientes, México Citigroup Inc. A tiempo completo

The Citigroup Inc. Financial Development Banker is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Requires attention to detail when making judgments and recommendations based on the analysis of factual information. Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and results. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.

Key Responsibilities:

  • Client Relationship Management: Develop and maintain strong relationships with high net worth individuals and families, providing personalized financial solutions and advice.
  • Financial Needs Assessment: Conduct thorough financial needs assessments to understand clients' goals, risk tolerance, and financial situations, and provide tailored recommendations to meet their needs.
  • Product and Service Development: Identify opportunities to sell additional products and services to clients, such as investment management, wealth planning, and credit solutions.
  • Compliance and Risk Management: Ensure adherence to regulatory requirements and internal policies, and identify and mitigate potential risks associated with client relationships.
  • Team Collaboration: Work closely with other teams, such as investment management and credit, to provide comprehensive financial solutions to clients.

Requirements:

  • Education: Bachelor's degree or equivalent experience in a related field.
  • Experience: 2-5 years of experience in a related field, preferably in wealth management or private banking.
  • Certifications: Mandatory certifications as required for selling financial products.

Job Family Group: Private Client Coverage

Job Family: Relationship Banker

Time Type: Full time

Citigroup Inc. 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.