Financial Planning Strategist

hace 2 meses


Tijuana, Baja California, México Citi A tiempo completo

The Financial Planning Strategist role at Citi requires a developing professional to apply specialty area knowledge in monitoring, assessing, analyzing, and/or evaluating processes and data. This specialist identifies policy gaps and formulates policies, interprets data, and makes recommendations. Researching and interpreting factual information is essential, as is identifying inconsistencies in data or results, defining business issues, and formulating recommendations on policies, procedures, or practices.

Main Responsibilities

  • Provide daily market updates and trading strategic plans for clients and individual sales staff.
  • Use a holistic financial planning approach to educate and help customers identify financial gaps in their current wealth or asset allocation and introduce suitable products.
  • Counsel and motivate clients on banking products through daily interactions.
  • Inform branch colleagues about particular products through regular market updates and technical analysis.
  • Work with Branch Managers to set a plan to meet financial commitments.
  • Assist bankers in meeting team goals.
  • Maintain and manage good relationships with customers and ensure customers have a consistent and superior banking experience.

Requirements

  • 0-2 years of financial planning experience preferred.
  • Excellent communication and people skills.
  • Knowledge of financial planning skills, insurance laws, insurance products, and investment products.
  • Enthusiasm in achieving goals.
  • Able to work under pressure to deliver individual sales targets.
  • Positive and good corporate mindset.
  • Open-minded and willing to embrace changes.
  • Good knowledge of tax law and general financial and economic markets.

Education

Bachelor's/University degree or equivalent experience.



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