Financial Services Specialist

hace 3 semanas


Ciudad de México, Ciudad de México Citi A tiempo completo
Job Title: Banquero De Apoyo Patrimonial Slp

The Citigold Relationship Banker is a key role within our Private Client Coverage team. As a developing professional, you will apply your knowledge in monitoring, assessing, analyzing, and evaluating processes and data to identify policy gaps and formulate policies. You will interpret data, make recommendations, and research factual information to ensure consistency in data or results. Your role will involve defining business issues and formulating recommendations on policies, procedures, or practices. You will integrate established disciplinary knowledge within your specialty area with a basic understanding of related industry practices. You will also develop a good understanding of how the team interacts with others in accomplishing the objectives of the area. Your working knowledge of industry practices and standards will enable you to make a limited but direct impact on the business through the quality of the tasks/services provided. Your impact will be restricted to your team.

Responsibilities:Client Account Management

• 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 selling 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 will be measured by specific metrics.

Qualifications:

• 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

• Certificación AMIB figura 3 (desirable)

Citi 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.

View the "EEO is the Law" poster. View the EEO is the Law Supplement. View the EEO Policy Statement. View the Pay Transparency Posting



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