Financial Services Professional

hace 4 semanas

Ciudad de México, Ciudad de México Citi A tiempo completo

The CitiGold Relationship Banker is a developing professional role that requires the application of specialty area knowledge in monitoring, assessing, analyzing, and evaluating processes and data. This role involves identifying policy gaps and formulating policies, interpreting data, and making recommendations. The ideal candidate will have a good understanding of how the team interacts with others in accomplishing the objectives of the area and will be able to develop a working knowledge of industry practices and standards.

**Key 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.

**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

**Job Family Group:** Private Client Coverage

**Job Family:** Relationship Banker

**Time Type:** Full time

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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