Financial Services Specialist
hace 1 día
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, and analyzing processes and data to identify policy gaps and formulate recommendations.
You will interpret data, research factual information, and integrate established disciplinary knowledge with industry practices to develop working knowledge of industry standards.
This role has a limited but direct impact on the business through the quality of tasks and services provided, with a focus on client account management, product penetration, and compliance.
Responsibilities- Manage client relationships to enhance product penetration and sales of fee-based products and services.
- Review customer needs and asset allocation, proactively engaging with customers to validate understanding of needs.
- Advise customers to enrich relationships by mobilizing additional funds and selling tailored products.
- Ensure coverage of all relationships through customer engagements, risk profiling, and financial planning.
- Organize customer events to enhance bonding and acquire new CitiGold customers through referral leads.
- Ensure compliance with KYC/AML and other norms, providing an exceptional client experience.
- 0-2 years of relevant experience in financial services.
- Ability to manage relationships and prioritize tasks.
- Mandatory certifications for selling financial products.
Bachelor's degree or equivalent experience.
Certification in Asset Management (AMIB) is required.
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Financial Services Professional
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