Financial Services Professional

hace 2 semanas

Tabasco, México Citi A tiempo completo

**Role Overview**:

Citi seeks a skilled Financial Services Professional to join our team in Private Client Coverage. As a Relationship Banker, you will be responsible for managing client relationships, providing financial solutions, and ensuring exceptional customer experience.

**Key Responsibilities**:

  • Manage client relationships through regular engagement, risk profiling, and financial planning.
  • Review and advise on client asset allocation, identifying opportunities to grow relationships and increase product penetration.
  • Organize client events to foster bonding and acquire new CitiGold customers through referrals.
  • Ensure compliance with KYC/AML and other regulatory requirements.

**Requirements**:

  • Previous experience in financial services, preferably in private client coverage or a related field.
  • Excellent communication and interpersonal skills.
  • Mandatory certifications for selling financial products.
  • High school diploma or equivalent, with a background in economics, administration, or finance.

Benefits: Join Citi's diverse and inclusive team, where you'll have opportunities for growth and development in a dynamic environment.

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