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Financial Services Professional

hace 2 meses

Aguascalientes, Aguascalientes, 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:

Key Responsibilities:
  • Client Account Management: Review client needs and asset allocation, proactively engage with clients to validate their understanding of their needs, and advise clients on how to enrich their relationships with Citi.
  • Product Penetration: Review product penetration for assigned clients, identify potential clients who can be sold tailored products to enhance product penetration, 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
  • Ability to manage relationships both internal and external
  • Ability to multi-task
  • Mandatory certifications as required for selling financial products
  • Bachelor's/University degree or equivalent experience
About Citi:

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.