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Financial Services Relationship Manager

hace 2 meses

Xico, México Citi A tiempo completo

**Job Summary**:

Citi is seeking a highly skilled Financial Services Relationship Manager to join our team. As a key member of our Private Client Coverage group, you will be responsible for managing client relationships and providing exceptional service to our high net worth clients.

**Key Responsibilities**:

• Develop and maintain strong relationships with clients to understand their financial needs and goals

• Provide personalized financial planning and investment advice to clients

• Collaborate with internal teams to deliver tailored solutions to clients

• Identify opportunities to cross-sell Citi's financial products and services

• Ensure compliance with regulatory requirements and internal policies

• Stay up-to-date with market trends and economic conditions to provide informed advice to clients

**Requirements**:

• 2+ years of 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

• Bachelor's degree in a related field

**What We Offer**:

• Competitive salary and bonus structure

• Opportunities for career growth and professional development

• Collaborative and dynamic work environment

• Recognition and rewards for outstanding performance