Senior Relationship Banker

hace 4 semanas

Cuernavaca, Morelos, México Citi A tiempo completo

The Senior Relationship Banker is a key role in Citigold's Private Client Coverage team. This individual will apply specialty area knowledge to monitor, assess, analyze, and evaluate processes and data, identifying policy gaps and formulating policies. They will interpret data, make recommendations, and research factual information to drive business decisions.

Key Responsibilities:

- Review CG customer needs and asset allocation, proactively engaging with customers to validate their understanding of needs.

- Advise CG customers to enrich relationships by mobilizing additional funds and selling other fee-based products/services based on current and future customer needs.

- Review product penetration for the assigned client base, identifying 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.

Requirements:

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

Education: Bachelor's/University degree or equivalent experience

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.

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