Financial Services Relationship Specialist

hace 16 horas


Puebla, Puebla, México Citi A tiempo completo

Citi seeks a skilled Financial Services Relationship Specialist to develop and maintain strong client relationships, identify business opportunities, and provide tailored financial solutions.

Key Responsibilities:

• Develop and maintain a deep understanding of assigned clients' financial needs and goals.

• Proactively identify business opportunities and develop strategies to enhance client relationships and increase revenue.

• Collaborate with internal teams to provide comprehensive financial solutions and advice.

• Ensure compliance with regulatory requirements and maintain accurate records.

Requirements:

• 0-2 years of experience in financial services or a related field.

• Strong communication and interpersonal skills.

• Ability to work in a fast-paced environment and adapt to changing priorities.

• Mandatory certifications as required for selling financial products.



  • Puebla, Puebla, México Citi A tiempo completo

    The Citigold Relationship Banker is a professional role that involves applying specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. This includes identifying policy gaps and formulating policies, interpreting data and making recommendations, researching and interpreting factual information, and identifying...


  • Puebla, Puebla, México Citi A tiempo completo

    The role of a Field Sales Representative 5 at Citi is an entry-level position that requires providing customer service assistance and meeting sales targets for financial products and services within assigned districts or locations. This position involves coordinating with the broader Consumer Sales Team to achieve overall objectives.**Job...


  • Puebla, Puebla, México Citi A tiempo completo

    As a Private Client Relationship Manager, you will be responsible for developing and maintaining relationships with high net worth individuals and families. This role requires a deep understanding of their financial needs and goals, as well as the ability to provide personalized financial solutions and services.Key Responsibilities:- Review and analyze...


  • Puebla, Puebla, México Opmobility A tiempo completo

    OverviewOpmobility, a world-leading provider of innovative solutions for a unique, safer and more sustainable mobility experience, is seeking an Automotive Financial Operations Specialist to join its team.Estimated Salary: $45,000 - $60,000 per yearThe selected candidate will be based in Puebla, MX and will play a crucial role in the financial operations of...


  • Puebla, Puebla, México Citi A tiempo completo

    Company OverviewCiti is a leading global bank dedicated to serving the world's most important markets. Our mission is to enable economic growth and stability in every market we serve.Job DescriptionAs a Financial Services Consultant for Citi in Puebla, you will play a key role in meeting sales targets for financial products and services within assigned...


  • Puebla, Puebla, México Atlas Copco Mexicana Sa De Cv A tiempo completo

    **About Atlas Copco Mexicana SA de CV**A leading technology company with a strong presence in various industries, our solutions play a crucial role in sectors such as electronics, medical research, renewable energy, food production, infrastructure, and many more.We are committed to innovation, sustainability, and #NeverStopLearning. Our unique cultural...


  • Puebla, Puebla, México Citi A tiempo completo

    The Emerging Corp Relationship Manager plays a pivotal role in fostering strong partnerships with our clients. This dynamic professional must be adept at resolving complex issues independently while leveraging in-depth knowledge of industry standards and practices. Effective communication and diplomacy skills are essential to exchange sensitive information...


  • Puebla, Puebla, México Citi A tiempo completo

    About the RoleThe Relationship Banker is a developing professional role at Citi. This position requires specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data to identify policy gaps and formulate policies.Responsibilities:Client Account Management - Review client needs and asset allocation, proactively engage with...


  • Puebla, Puebla, México Citi A tiempo completo

    The Credit Portfolio Analyst I role at Citi is an entry-level position that involves analyzing financial data to support credit decisions. This position requires a developing professional with knowledge of financial analysis, accounting principles, and credit evaluation.Key Responsibilities:As a Credit Portfolio Analyst I, you will be responsible for...

  • Procurement Specialist

    hace 2 meses


    Puebla, Puebla, México Excellent Services A tiempo completo

    Job SummaryWe are seeking a highly skilled Procurement Specialist to join our team at Excellent Services. The successful candidate will be responsible for negotiating contracts, managing suppliers, and ensuring the procurement process is efficient and effective.Key ResponsibilitiesNegotiate contracts and commercial agreements to obtain better prices and...

  • IT Support Specialist

    hace 2 semanas


    Puebla, Puebla, México NTT DATA Services A tiempo completo

    About the OpportunityWe are seeking an experienced IT Support Specialist - Field Engineer to join our team in Puebla, Mexico.Job SummaryThis is a field-based position that requires travel. The successful candidate will perform basic configuration of desktops, laptops, and printers, as well as assist with simple parts replacement and repair on these...


  • Puebla, Puebla, México Boston Scientific A tiempo completo

    About the Role Promote and educate current and potential customers about Boston Scientific products, providing clinical support and training within a defined region. This position involves day-to-day field execution and requires strong analytical and communication skills.Your Key Responsibilities Will Include:Commercial Support: Provide primary clinical...

  • HR Services Administrator

    hace 3 semanas


    Puebla, Puebla, México TENNECO A tiempo completo

    Tenneco is a leading designer, manufacturer, and marketer of automotive products with a global presence.As an Associate HR Services Specialist in our Global Business Center in Mexico, you will be part of the HR Services Team, helping to create a foundation for delivering high-impact programs to customers.Key Responsibilities:Handle employee lifecycle...


  • Puebla, Puebla, México Michael Page A tiempo completo

    Globally recognized leader in tools and innovative home products is seeking a strategic financial expert to drive financial decisions for the Puebla plant.About UsWe are a world-class company dedicated to delivering exceptional quality and innovation. Our commitment to excellence is reflected in our products and services, and we strive to create a work...


  • Puebla, Puebla, México Sqa Services A tiempo completo

    SQA Services is a leading provider of managed supplier quality services, with over 30 years of experience in the industry. We deliver expert quality assurance professionals to manufacturers worldwide.**Key Responsibilities:**Conduct visual and dimensional inspections, including wiring and connectors.Perform incoming, in-process, and final inspectionsCompile...


  • Puebla, Puebla, México Gordian Staffing A tiempo completo

    Company OverviewGordian Staffing, a pioneering HR services provider, has been empowering small and medium-sized enterprises in the United States and Canada since 2019. Our headquarters is based in Omaha, Nebraska, with additional offices in Guadalajara and Mexico City.With over 195 years of collective experience in managing associations, our client offers...


  • Puebla, Puebla, México Citi A tiempo completo

    Estimate salary range: $60,000 - $90,000 per year.About the RoleThis is a key position in Citi's business development team, responsible for driving growth and innovation in retail private label products. The successful candidate will have a strong background in financial services, excellent analytical and communication skills, and the ability to build strong...


  • Puebla, Puebla, México World Vision International A tiempo completo

    With a strong commitment to serving vulnerable children, World Vision International seeks a dedicated professional to join our team. As an Administrative Support Specialist, you will play a vital role in supporting our operations and ensuring the smooth delivery of our programs.We offer a competitive salary of $50,000 per annum, which reflects the demands...


  • Puebla, Puebla, México Capital One A tiempo completo

    **Company Overview:**WeWork Reforma Latino, Mexico, is seeking a highly skilled Cloud Transformation Specialist to join our team. At Capital One, you'll be part of a dynamic group of professionals who love to solve complex business problems and meet real customer needs.**Job Description:**As a Cloud Transformation Specialist, you'll have the opportunity to...


  • Puebla, Puebla, México Edag Mexico A tiempo completo

    About Edag MexicoWe are a leading provider of automotive engineering services, and we're looking for a talented Manufacturing Process Specialist to join our team in Mexico.Salary Range: $60,000 - $80,000 per yearAbout the RoleAs a Manufacturing Process Specialist, you will be responsible for ensuring the smooth operation of our manufacturing processes at our...