Financial Advisor

hace 6 días


Xico, México Citi A tiempo completo

The Financial Advisor position in the Pyme segment at Citi is a developing professional role that requires monitoring, assessing, analyzing, and evaluating processes and data to identify policy gaps and formulate policies. The ideal candidate will have good understanding of how the team interacts with others to accomplish objectives, develop working knowledge of industry practices and standards, and have limited but direct impact on the business through the quality of tasks/services provided.

**Job Overview**:

We are seeking a highly motivated and result-driven Financial Advisor to join our team in the Pyme segment. As a key member of our sales team, you will be responsible for attracting, maintaining, retaining, and growing relationships managed with clients in the portfolio by offering high-value services advising on segment products.

**Key Responsibilities**:

- Serve a consolidated client portfolio.

- Support the fulfillment of sales goals for the segment in the assigned geographical area, including portfolio growth, cross-selling, new customers, and current customer retention.

- Support financial planning client engagement and help drive results of Financial Advisors, including core data entry functions, interpretation of investment statements, and other documents such as mortgage statements and employer benefit plan information.

- Ensure advisory standards, process, and controls are adhered to.

- Stay up-to-date with technical knowledge on investments, superannuation, insurance, and financial planning.

**Requirements**:

- 0-2 years relevant experience in sales of financial products.

- Consistently demonstrates clear and concise written and verbal communication skills.

- Ability to work to deadlines.

- Highly motivated and result-driven individual.

**Salary Information:**

We offer a competitive salary ranging from $60,000 to $80,000 per year, depending on experience. In addition to your base salary, you may also be eligible for performance-based bonuses and benefits packages.



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