Financial Services Professional

hace 2 semanas


La Paz, Baja California Sur, México Citi A tiempo completo
Job Description

The Citigold Relationship Banker is a developing professional role that requires a strong understanding of financial services and client relationships. As a key member of the Citi team, you will be responsible for monitoring, assessing, and analyzing data to identify policy gaps and formulate policies that drive business growth.

Key Responsibilities:

  • Client Account Management: Review customer needs and asset allocation, proactively engage with customers to validate their understanding of their needs, and advise customers on how to enrich their relationships with Citi.
  • Product Penetration: Review product penetration for assigned clients, identify potential customers who can be sold tailored products, and ensure coverage of all relationships through customer engagements, risk profiling, and financial planning.
  • Compliance, Risk & Controls: Ensure that Know Your Customer (KYC) and Anti-Money Laundering (AML) norms are strictly adhered to, and fulfill clients' necessities while providing an exceptional client experience.

Requirements:

  • 0-2 years of relevant experience in financial services or a related field.
  • Ability to manage relationships both internally and externally, and ability to multi-task.
  • Mandatory certifications as required for selling financial products.

Education:

  • Bachelor's/University degree or equivalent experience.

Job Family Group: Private Client Coverage

Job Family: Relationship Banker

Time Type: Full time



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