Financial Services Professional

hace 3 semanas


Naucalpan de Juárez, 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 foundation in monitoring, assessing, analyzing, and evaluating processes and data. They will be responsible for identifying policy gaps and formulating policies, as well as interpreting data and making recommendations. Additionally, they will research and interpret factual information, identify inconsistencies in data or results, and define business issues and formulate recommendations on policies, procedures, or practices.

Key Responsibilities:

- Review CG customer needs and asset allocation, proactively engage with the customer to validate the understanding of the needs.
- Advise CG customers to enrich the relationships by mobilizing additional funds and sell other fee-based products/services based on the 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 & Controls:
- Ensure that KYC/AML and other compliance norms are strictly adhered to.
- Fulfilling the clients' necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.

Requirements:

- 0-2 years relevant experience
- Ability to manage relationships both internal and external; Ability to multi-task
- Mandatory certifications as required for selling financial products

Education:

Bachelor's/University degree or equivalent experience

Job Details:

- Job Family Group: Private Client Coverage
- Job Family: Relationship Banker
- Time Type: Full time



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