Financial Planning and Relationship Manager

hace 4 semanas


Juárez, Chihuahua, México Citi A tiempo completo
Job Description:

We are seeking a highly skilled Financial Planning and Relationship Manager to join our team at Citi.

The ideal candidate will have previous banking experience and a Bachelor's/University degree or equivalent experience.

This is a full-time position with a competitive salary range of $80,000 - $120,000 per year, depending on location and experience.

Responsibilities:
  • Communicate daily market updates and trading strategies to clients and sales staff.
  • Provide guidance to customers by identifying financial gaps in their current wealth or asset allocation and introducing suitable products.
  • Enhance product knowledge and sales techniques among branch colleagues through regular market updates and technical analysis.
  • Work with Branch Managers to set plans to meet financial commitments.
  • Drive bankers to meet team goals while maintaining compliance and internal control requirements.
  • Maintain good relationships with customers and ensure they have a consistent and superior banking experience.
Qualifications:
  • Previous banking experience preferred.
  • Bachelor's/University degree or equivalent experience.
Benefits:

Citi is an equal opportunity and affirmative action employer. We provide a comprehensive benefits package that includes medical, dental, vision, and retirement savings plans.



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