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Financial Services Professional

hace 2 meses

Saltillo, Coahuila de Zaragoza, México Citi A tiempo completo
Job Summary

We are seeking a highly skilled and motivated individual to join our team as a Relationship Banker. As a key member of our Private Client Coverage group, you will be responsible for building and maintaining strong relationships with our high net worth clients, providing them with exceptional service and tailored financial solutions.

Responsibilities
  • Manage client relationships to identify and capitalize on opportunities to sell fee-based products and services.
  • Conduct regular client reviews to understand their financial needs and provide personalized advice and guidance.
  • Develop and implement strategies to increase product penetration and enhance client engagement.
  • Ensure compliance with all relevant regulatory requirements and internal policies.
  • Collaborate with internal teams to provide seamless service to clients.
Requirements
  • Previous experience in client-facing roles, preferably in the financial services industry.
  • Strong communication and interpersonal skills, with the ability to build rapport with clients and colleagues.
  • Ability to work in a fast-paced environment and prioritize multiple tasks and deadlines.
  • Mandatory certifications as required for selling financial products.
Education

High School diploma or equivalent, with a degree in Economics or a related field preferred.

Citi is an equal opportunity and affirmative action employer. We are committed to diversity and inclusion in the workplace.