Financial Services Expert

hace 1 semana


San Pedro Garza García, Nuevo León, México Citi A tiempo completo

The Citi Relationship Banker role is a developing professional position that involves applying specialty knowledge in monitoring, assessing, analyzing, and evaluating processes and data. This role requires identifying policy gaps, formulating policies, interpreting data, and making recommendations. Research and interpretation of factual information are also key responsibilities. The role involves identifying inconsistencies in data or results, defining business issues, and formulating recommendations on policies, procedures, or practices. This position integrates established disciplinary knowledge within the specialty area with a basic understanding of related industry practices. A good understanding of how the team interacts with others in achieving the objectives of the area is essential. The role also involves developing working knowledge of industry practices and standards. The impact of this role is limited but direct through the quality of tasks and services provided. The impact of the job holder is restricted to their team.

Key Responsibilities:

- Review CG customer needs and asset allocation, proactively engage with the customer to validate the understanding of their needs.
- Advise CG customers to enrich relationships by mobilizing additional funds and selling other fee-based products and services based on current and future customer needs.
- Review product penetration for the assigned client base, identify potential CG customers who can be sold tailored products to enhance product penetration.
- Ensure coverage of all relationships through customer engagements, risk profiling, and financial planning.
- Organize CG customer events to enhance customer bonding.
- Acquire new CitiGold customers through converting referral leads.
- Compliance, Risk, and Controls:
- Ensure that KYC/AML and other compliance norms are strictly adhered to.
- Provide an exceptional client experience, fulfilling the clients' necessities, and measuring behavior through specific metrics.

Requirements:

- 0-2 years of relevant experience
- Ability to manage relationships both internal and external; ability to prioritize
- Mandatory certifications as required for selling financial products
- Education:
- Bachelor's/University degree or equivalent experience



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