Financial Services Professional

hace 2 semanas


Metepec, México Citi A tiempo completo
About the Role

The Citigold Relationship Banker is a key professional role within Citi's 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 recommendations, researching and interpreting factual information to identify inconsistencies in data or results. You will define business issues and formulate recommendations on policies, procedures, or practices, integrating established disciplinary knowledge within your specialty area with a basic understanding of related industry practices.

Key Responsibilities:

  • Client Account Management:
    • Review CG customer needs and asset allocation, proactively engaging with the customer to validate the understanding of their needs.
    • Advise CG customers to enrich the relationships by mobilizing additional funds and selling other fee-based products/services based on the current and future customer needs.
    • Review product penetration for the assigned client base, identifying potential CG customers who can be sold tailored products to enhance product penetration.
    • Ensure coverage of all relationships through customer engagements, risk profiling, and financial planning.
    • Organize CG customer events to enhance customer bonding.
    • Acquire new CitiGold customers through converting referral leads.
  • Compliance, Risk & Controls:
    • Ensure that KYC/AML and other compliance norms are strictly adhered to.
    • Fulfilling the clients' necessities while providing an exceptional client experience is the expected behavior from all our employees and will be measured by specific metrics.

Requirements:

  • 0-2 years relevant experience.
  • Ability to manage relationships both internal and external.
  • Ability to multi-task.
  • Mandatory certifications as required for selling financial products.
  • Bachelor's/University degree or equivalent experience.


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