Financial Product Advisor

hace 7 días


Xico, México Citi A tiempo completo

Job Overview

Citi seeks a skilled Financial Product Advisor to join our team. As a key member of our consumer sales division, you will be responsible for driving growth and customer satisfaction through effective communication and product knowledge.

About the Role

The ideal candidate will have previous banking experience, preferably in financial planning or investment analysis. A Bachelor's/University degree or equivalent experience is required, along with advanced knowledge of Excel and database management. Basic understanding of investments is also essential.

Key Responsibilities

As a Financial Product Advisor, your primary duties will include:

  • Providing daily market updates and strategic plans to clients and individual sales staff;
  • Guiding customers in identifying financial gaps and introducing suitable products;
  • Communicating banking products (FX, Insurance, etc.) through daily interactions;
  • Enhancing product knowledge and sales techniques among branch colleagues through regular market updates and technical analysis;
  • Working with Branch Managers to set goals and meet financial commitments;
  • Driving bankers to meet team goals and maintaining good relationships with customers.

Qualifications and Skills

To succeed in this role, you must possess:

  • A Bachelor's/University degree or equivalent experience;
  • Previous banking experience, preferably in financial planning or investment analysis;
  • Advanced knowledge of Excel and database management;
  • Basic understanding of investments.

Compensation and Benefits

We offer a competitive salary range of $80,000 - $120,000 per year, depending on experience, as well as comprehensive benefits and opportunities for professional growth. Citi is an equal opportunity employer committed to diversity and inclusion.


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