Financial Development Banker

hace 7 días


Aguascalientes, Aguascalientes, México Citi A tiempo completo

About the Role:

The Citigold Relationship Banker is a key professional role within Citi's Private Client Coverage team. This position requires a developing professional who can deal with most problems independently and has some latitude to solve complex problems. The ideal candidate will integrate in-depth specialty area knowledge with a solid understanding of industry standards and practices.

Key Responsibilities:

  • Client Relationship Management: Manage client relationships to ensure their financial needs are met, and provide exceptional client experiences.
  • Financial Planning and Advice: Review clients' financial situations, provide personalized financial planning, and offer advice on investment opportunities.
  • Product Sales and Cross-Selling: Identify opportunities to sell Citi's financial products and services to clients, and provide tailored solutions to meet their needs.
  • Compliance and Risk Management: Ensure adherence to regulatory requirements, manage risk, and maintain a culture of compliance within the team.
  • Team Collaboration: Work closely with internal stakeholders to ensure seamless delivery of services and achieve business objectives.

Requirements:

  • Experience: 2-5 years of relevant experience in financial services or a related field.
  • Skills: Strong communication and interpersonal skills, ability to manage relationships, and prioritize tasks effectively.
  • Certifications: Mandatory certifications as required for selling financial products.

Education:

  • Degree: Bachelor's/University degree or equivalent experience.

Job Family Group: Private Client Coverage

Job Family: Relationship Banker

Time Type: Full time



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