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Financial Services Specialist

hace 2 meses


Guanajuato, Guanajuato, México Citi A tiempo completo
{"Responsibilities": "
\tClient Relationship Management
\t-------------------------
\tReview client needs and asset allocation, proactively engage with clients to validate understanding of needs.
\tAdvise clients to enrich relationships by mobilizing additional funds and selling fee-based products/services based on current and future client needs.
\tReview product penetration for assigned client base, identify potential clients who can be sold tailored products to enhance product penetration.
\tEnsure coverage of all relationships through customer engagements, risk profiling, and financial planning.
\tOrganize client events to enhance client bonding.
\tAcquire new clients through converting referral leads.
\tCompliance, Risk & Controls
\tEnsure that KYC/AML and other compliance norms are strictly adhered to.
\tFulfill client necessities while providing an exceptional client experience, measured by specific metrics.
", "Qualifications": "
\t0-2 years relevant experience
\tAbility to manage relationships both internal and external; ability to multi-task
\tMandatory certifications as required for selling financial products
\tBachelor's/University degree or equivalent experience
\tAmib Figura 3 vigente (deseable)
", "Job Family Group": "Private Client Coverage", "Job Family": "Relationship Banker", "Time Type": "Full time", "EEO Statement": "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.
\tView the \"EEO is the Law\" poster. View the EEO is the Law Supplement. View the EEO Policy Statement. View the Pay Transparency Posting
"}