Financial Services Professional

hace 22 horas


Ciudad de México, Ciudad de México Citi A tiempo completo
Job Description

The Citigold Relationship Banker is a developing professional role that requires a strong understanding of financial services and client relationships. As a key member of the Citi team, you will be responsible for monitoring, assessing, and analyzing data to identify policy gaps and formulate policies that drive business growth.

Key Responsibilities:

  • Client Account Management: Review customer needs and asset allocation, proactively engage with customers to validate their understanding of their needs, and advise them on how to enrich their relationships with Citi.
  • Product Penetration: Review product penetration for assigned clients, identify potential customers who can be sold tailored products, and ensure coverage of all relationships through customer engagements, risk profiling, and financial planning.
  • Compliance, Risk & Controls: Ensure that Know Your Customer (KYC) and Anti-Money Laundering (AML) norms are strictly adhered to, and fulfill clients' necessities while providing an exceptional client experience.

Qualifications:

  • 0-2 years of relevant experience in financial services or a related field.
  • Ability to manage relationships both internal and external, and ability to multi-task.
  • Mandatory certifications as required for selling financial products.

Education:

  • Bachelor's/University degree or equivalent experience.

Job Requirements:

  • Strong understanding of financial services and client relationships.
  • Ability to analyze data and identify policy gaps.
  • Excellent communication and interpersonal skills.


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