Financial Services Relationship Manager
hace 2 semanas
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.
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