Financial Services Relationship Manager

hace 3 días


San Pedro Garza García, Nuevo León, México Citi A tiempo completo

Citi is a leading global bank with a rich history of innovation and customer-centric approach. As a Citigold Relationship Banker, you will play a crucial role in developing strong relationships with our clients, providing exceptional service, and helping them achieve their financial goals.

Job Overview

The Citigold Relationship Banker is an exciting opportunity to join our team and contribute to the success of our clients. This role requires a unique blend of technical skills, business acumen, and interpersonal skills to deliver outstanding results.

About the Role

We are seeking an experienced professional with 1-3 years of relevant experience in client management, sales, or a related field. You will be responsible for reviewing client needs, identifying opportunities for growth, and advising on suitable products and services. Your ability to build strong relationships, communicate effectively, and work collaboratively as part of a team will be essential to your success in this role.

Key Responsibilities

  • Client Account Management: Review client needs, identify opportunities for growth, and advise on suitable products and services.
  • Compliance, Risk & Controls: Ensure adherence to regulatory requirements and internal policies.
  • Team Collaboration: Work collaboratively with cross-functional teams to achieve business objectives.

Requirements

  • 1-3 years of relevant experience in client management, sales, or a related field.
  • Ability to build strong relationships, communicate effectively, and work collaboratively as part of a team.
  • Mandatory certifications as required for selling financial products.

What We Offer

Citi offers a competitive salary range of $80,000 - $110,000 per annum, depending on experience. Our comprehensive benefits package includes health insurance, retirement savings plan, and paid time off. We are an equal opportunity employer and welcome applications from diverse candidates.



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