Financial Services Professional

hace 3 semanas


Metepec, México Citi A tiempo completo

The Financial Services Professional role at Citi involves developing professional skills in monitoring, assessing, analyzing, and evaluating processes and data. This role requires identifying policy gaps and formulating policies, interpreting data, and making recommendations. The professional will research and interpret factual information, identify inconsistencies in data or results, and define business issues. They will also formulate recommendations on policies, procedures, or practices. This role integrates established disciplinary knowledge within the specialty area with a basic understanding of related industry practices. The professional will have a good understanding of how the team interacts with others in accomplishing the objectives of the area. They will develop a working knowledge of industry practices and standards. The impact of the job holder is restricted to their team.

**Key Responsibilities:**

Client Account Management

- Review CPC customer needs and asset allocation, proactively engage with the customer to validate the understanding of the needs.

- Advise CPC customers to enrich the relationships by mobilizing additional funds and selling other fee-based products/services based on the current and future customer needs.

- Review product penetration for the assigned client base, identify potential CPC customers who can be sold tailored products to enhance product penetration.

- Ensure coverage of all relationships through customer engagements, risk profiling, and financial planning.

- Organize CPC customer events to enhance customer bonding.

- Acquire new CPC customers through converting referral leads.

**Qualifications:**

0-2 years relevant experience

**Education:**

Bachelor's/University degree or equivalent experience

**Job Family Group:** Private Client Coverage

**Job Family:** Relationship Banker

**Time Type:** Full time

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.

View the "EEO is the Law" poster. View the EEO is the Law Supplement. View the EEO Policy Statement. View the Pay Transparency Posting



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