Financial Services Specialist

hace 3 días


Guanajuato, Guanajuato, México Citi A tiempo completo
Job Summary

The Citigold Relationship Banker is a key role within our Private Client Coverage team. As a developing professional, you will apply your knowledge in monitoring, assessing, and analyzing processes and data to identify policy gaps and formulate policies. You will interpret data, make recommendations, and research factual information to ensure consistency and accuracy. Your role will involve integrating established disciplinary knowledge with a basic understanding of related industry practices, as well as developing a working knowledge of industry standards. You will have a good understanding of how the team interacts with others to accomplish objectives and will have a limited but direct impact on the business through the quality of your tasks and services.

Key Responsibilities
  • Client Account Management: Review customer needs and asset allocation, proactively engage with customers to validate understanding, and advise on additional funds and fee-based products.
  • Compliance, Risk & Controls: Ensure adherence to KYC/AML and other compliance norms, and provide exceptional client experiences.
  • Qualifications: Manage relationships, multitask, and possess mandatory certifications for selling financial products.
  • Education: Bachelor's/University degree or equivalent experience.
Requirements
  • 0-2 years relevant experience.
  • Ability to manage relationships and multitask.
  • Mandatory certifications for selling financial products.
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.



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