Senior Banking Associate

hace 3 semanas


Xico, México Citi A tiempo completo
Job Summary

We are seeking a highly skilled and experienced Senior Banker Senior to join our team at Citi. The successful candidate will be responsible for providing exceptional service support to clients, including solving complex inquiries and providing day-to-day support to Bankers on various tasks.

Key Responsibilities
  • Provide complete service support to clients, including solving complex inquiries and providing day-to-day support to Bankers on various tasks.
  • Assist Bankers in profiling, qualifying, and converting prospects into Citi Private Bank clients.
  • Assist Bankers in deepening existing client relationships through deep-dive analysis and creating sales and marketing strategies to generate revenue growth.
  • Provide accurate and timely revenue tracking and deal pipeline reports to Bankers.
  • Ensure all aspects of client records and documentation are completed and updated.
Requirements
  • 5-8 years of experience in banking and investments.
  • Knowledge of investments is required; banking and credit products desirable.
  • Ability to manage relationships both internal and external; ability to multi-task.
  • Full bilingual in English/Spanish.
Education

Bachelor's/University degree or equivalent experience.

Job Family Group

Private Client Coverage



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