Financial Services Professional

hace 1 mes


Xico, México Citi A tiempo completo
Job Summary

The Citigold Relationship Banker is a developing professional role that requires a strong understanding of financial services and client relationship management. As a key member of the Citi team, you will be responsible for providing exceptional client experiences, managing client relationships, and identifying opportunities to grow business.

Key Responsibilities
  • Client Account Management
    • Review client needs and asset allocation to provide tailored financial solutions.
    • Proactively engage with clients to understand their financial goals and objectives.
    • Advise clients on investment opportunities and risk management strategies.
    • Develop and implement plans to increase client engagement and retention.
  • Compliance, Risk & Controls
    • Ensure adherence to regulatory requirements and internal policies.
    • Identify and mitigate potential risks associated with client relationships.
    • Develop and implement controls to ensure compliance with regulatory requirements.
Requirements
  • 0-2 years of relevant experience in financial services or a related field.
  • Strong understanding of financial products and services.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and prioritize multiple tasks.
  • Mandatory certifications as required for selling financial products.
Education

Bachelor's/University degree or equivalent experience.



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