Financial Services Specialist

hace 1 día


Cuernavaca, Morelos, México Citi A tiempo completo
Job Summary

The Citigold Relationship Banker is a key role in our Private Client Coverage team. As a developing professional, you will apply your knowledge in monitoring, assessing, and analyzing processes and data to identify policy gaps and formulate policies. You will interpret data, make recommendations, and research factual information to ensure consistency and accuracy.

Responsibilities
  • Client Account Management: Review customer needs and asset allocation, proactively engage with customers to validate understanding, and advise on additional funds and fee-based products.
  • Compliance, Risk & Controls: Ensure adherence to KYC/AML and other compliance norms, and provide exceptional client experiences.
  • Qualifications: 0-2 years of relevant experience, ability to manage relationships, and mandatory certifications for selling financial products.
  • Education: Bachelor's/University degree or equivalent experience.
Requirements

Certification in AMIB Vigente Figura III, ability to prioritize, and strong communication skills. 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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