Financial Services Relationship Specialist
hace 16 horas
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.
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