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Financial Services Advisor

hace 2 meses

Guadalajara, Jalisco, México Citi A tiempo completo
About the Role

Citi is seeking a highly motivated and detail-oriented Financial Services Advisor to join our team. As a Financial Services Advisor, you will be responsible for providing exceptional customer service and financial guidance to our clients.

Key Responsibilities
  • Prospect and identify new business opportunities
  • Develop and implement personalized financial plans for clients
  • Provide ongoing support and guidance to clients to help them achieve their financial goals
  • Collaborate with cross-functional teams to deliver exceptional customer experiences
  • Meet or exceed sales targets and business objectives
Requirements
  • Bachelor's degree in a related field or equivalent experience
  • Minimum 1 year 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
  • Proficiency in financial software and systems
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.