Financial Services Relationship Manager

hace 2 meses


Cuernavaca, Morelos, México 09516 Banco Nacional de Mexico, S.A., integrante del Grupo Financiero Banamex A tiempo completo

About the Role:

The Citigold Relationship Banker is a developing professional role within the Private Client Coverage team at 09516 Banco Nacional de Mexico, S.A., integrante del Grupo Financiero Banamex. This position requires a strong understanding of financial services and the ability to build and maintain relationships with high net worth clients.

Key Responsibilities:

  • Client Account Management: Develop and maintain strong relationships with existing clients, identifying their financial needs and providing tailored solutions to meet those needs.
  • Financial Planning: Work with clients to create comprehensive financial plans, including investment strategies and risk management.
  • Product Sales: Identify opportunities to sell Citigroup's financial products and services to clients, including investment products, credit cards, and other banking services.
  • Compliance and Risk Management: Ensure that all client interactions and transactions are in compliance with relevant laws and regulations, and that risk is managed effectively.
  • Team Collaboration: Work closely with other members of the Private Client Coverage team to achieve business objectives and provide exceptional client service.

Requirements:

  • 0-2 years of relevant experience in financial services or a related field.
  • Strong communication and interpersonal skills, with the ability to build and maintain relationships with clients and colleagues.
  • Mandatory certifications as required for selling financial products.
  • Bachelor's/University degree or equivalent experience.

What We Offer:

Citi is an equal opportunity and affirmative action employer. We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.



  • Cuernavaca, Morelos, México Citi A tiempo completo

    The Senior Financial Relationship Manager is a developing professional role at Citi. This role applies specialty area knowledge in monitoring, assessing, analyzing, and/or evaluating processes and data. The incumbent identifies policy gaps and formulates policies. They interpret data and make recommendations. The role involves researching and interpreting...


  • Cuernavaca, Morelos, México 09516 Banco Nacional de Mexico, S.A., integrante del Grupo Financiero Banamex A tiempo completo

    Job SummaryThe Citigold Relationship Banker is a key role in our Private Client Coverage team, responsible for building and maintaining strong relationships with high net worth individuals and families. As a Relationship Banker, you will be the primary point of contact for clients, providing personalized financial solutions and advice to help them achieve...


  • Cuernavaca, Morelos, México Rem Zen A tiempo completo

    Financial Operations Manager Opportunity at Rem ZenThe Financial Operations Manager will oversee day-to-day accounting operations, including accounts payable, accounts receivable, and general ledger management. This role involves performing monthly close processes, ensuring accurate financial reporting, and maintaining internal controls. The ideal candidate...


  • Cuernavaca, Morelos, México 09516 Banco Nacional de Mexico, S.A., integrante del Grupo Financiero Banamex A tiempo completo

    As a Financial Services Specialist at Citigroup, you will play a key role in monitoring and assessing processes and data to identify policy gaps and formulate policies. You will interpret data and make recommendations, researching and interpreting factual information to identify inconsistencies in data or results. Your expertise will be essential in defining...


  • Cuernavaca, Morelos, México 09516 Banco Nacional de Mexico, S.A., integrante del Grupo Financiero Banamex A tiempo completo

    The Citigold Relationship Banker is a key role in our Private Client Coverage team. As a developing professional, you will apply your knowledge in monitoring, assessing, analyzing, and evaluating processes and data to identify policy gaps and formulate policies. You will interpret data, make recommendations, and research factual information to ensure...


  • Cuernavaca, Morelos, México 09516 Banco Nacional de Mexico, S.A., integrante del Grupo Financiero Banamex A tiempo completo

    Job Title: Banquero de Apoyo Patrimonial CuernavacaThe Banquero de Apoyo Patrimonial Cuernavaca is a key role in our Private Client Coverage team. As a developing professional, you will apply your knowledge in monitoring, assessing, analyzing, and evaluating processes and data to identify policy gaps and formulate policies. You will interpret data and make...


  • Cuernavaca, Morelos, México Citi A tiempo completo

    The Senior Relationship Banker is a key role in Citigold's Private Client Coverage team. This individual will apply specialty area knowledge to monitor, assess, analyze, and evaluate processes and data, identifying policy gaps and formulating policies. They will interpret data, make recommendations, and research factual information to drive business...

  • Financial Services Intern

    hace 2 semanas


    Cuernavaca, Morelos, México Citi A tiempo completo

    Job SummaryCiti is seeking a highly motivated and detail-oriented individual to join our team as an Intern. This is an entry-level position that provides a foundation of knowledge and training required to contribute as a valuable resource in Citi.Key ResponsibilitiesPerform routine tasks and assignments under direct supervision with detailed...


  • Cuernavaca, Morelos, México Citi A tiempo completo

    Citi Internship ProgramThe Citi Internship Program is an entry-level position at Citi where students will receive a foundation of knowledge and training required to contribute as a valuable resource in Citi. Interns are administrative and use this position as a start to their career. Assignments focus on attaining core competencies in any of the four core...


  • Cuernavaca, Morelos, México Citi A tiempo completo

    The Citi Internship Program is an entry-level position at Citi where students will receive a foundation of knowledge and training required to contribute as a valuable resource in Citi. Interns are administrative and use this position as a start to their career. Assignments focus on attaining core competencies in any of the four core functions at Citi: Global...


  • Cuernavaca, Morelos, México Capital One A tiempo completo

    DevOps Engineer - MexicoWe are seeking a skilled DevOps Engineer to join our team in Mexico. As a DevOps Engineer, you will be responsible for leading a portfolio of diverse technology projects and a team of developers with deep experience in machine learning, distributed microservices, and full stack systems.Key Responsibilities:Lead a portfolio of diverse...


  • Cuernavaca, Morelos, México Haleon A tiempo completo

    About HaleonHaleon is a world-leading consumer health company that is shaping the future of everyday health for billions of people. We are a unique combination of deep human understanding and trusted science, with a portfolio of category-leading brands such as Sensodyne, Panadol, Advil, Voltaren, Theraflu, Otrivin, and Centrum.Our MissionWe are committed to...


  • Cuernavaca, Morelos, México Citi A tiempo completo

    The Business Development Officer is a developing professional role at Citi. This position applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. It identifies policy gaps and formulates policies. The role interprets data and makes recommendations. Researches and interprets factual information. Identifies...

  • Technical Project Manager

    hace 4 semanas


    Cuernavaca, Morelos, México Haleon A tiempo completo

    Haleon is a world-leading consumer health company that is shaping the future of everyday health for billions of people. We're a unique combination of deep human understanding and trusted science, with a portfolio of category-leading brands such as Sensodyne, Panadol, Advil, Voltaren, Theraflu, Otrivin, and Centrum.We're looking for a Technical Project Leader...

  • Customer Service Trainee

    hace 2 semanas


    Cuernavaca, Morelos, México Thales A tiempo completo

    At Thales, we're architects of digital security, helping organizations verify identities, grant access, and encrypt data. Our technologies and services are trusted by over 30,000 businesses worldwide.**Customer Service Trainee**We're seeking a talented individual to launch Sales Orders into production according to customer requirements and support with...

  • Senior Software Engineer

    hace 2 semanas


    Cuernavaca, Morelos, México Capital One A tiempo completo

    Join Our Team of InnovatorsWe are seeking a talented Senior Software Engineer - Full Stack to join our team at Capital One. As a key member of our engineering team, you will have the opportunity to work on cutting-edge projects and collaborate with cross-functional teams to design, develop, and implement technical solutions.About the RoleAs a Senior Software...


  • Cuernavaca, Morelos, México Capital One A tiempo completo

    About UsAt Capital One, we're a team of innovators, problem-solvers, and collaborators who are passionate about using technology to drive business growth and customer success. We're seeking a talented Senior Software Engineer to join our team and help us shape the future of financial services.What You'll DoDesign and Develop Technical SolutionsAs a Senior...

  • Senior Software Engineer

    hace 2 semanas


    Cuernavaca, Morelos, México Capital One A tiempo completo

    Job SummaryCapital One is seeking a highly skilled Senior Software Engineer - Full Stack Developer to join our team. As a key member of our engineering team, you will be responsible for designing, developing, testing, implementing, and supporting technical solutions in full-stack development tools and technologies.About the RoleYou will collaborate with and...


  • Cuernavaca, Morelos, México Capital One A tiempo completo

    Transformative Opportunities at Capital OneWe're seeking a talented Senior Software Engineer to join our team and contribute to driving a major transformation within Capital One. As a key member of our engineering community, you'll have the opportunity to collaborate with Agile teams to design, develop, test, implement, and support technical solutions in...


  • Cuernavaca, Morelos, México Capital One A tiempo completo

    About the Role:We are seeking a highly skilled Full Stack Software Engineer to join our team at Capital One. As a key member of our engineering team, you will be responsible for designing, developing, testing, implementing, and supporting technical solutions in full-stack development tools and technologies.Key Responsibilities:Collaborate with Agile teams to...