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Financial Services Relationship Manager

hace 2 meses

Oaxaca, Oaxaca, México Citi A tiempo completo

The Citigold Relationship Banker is a developing professional role that requires a strong understanding of financial services and client relationships. The ideal candidate will have a solid grasp of financial analysis, risk management, and compliance regulations.

**Key Responsibilities:**

• Develop and maintain strong relationships with high net worth clients, understanding their financial needs and goals.

• Analyze client financial data to identify opportunities for growth and provide tailored financial solutions.

• Collaborate with internal teams to ensure seamless delivery of financial products and services.

• Stay up-to-date with industry trends and regulatory requirements to ensure compliance and risk management.

• Develop and implement strategies to increase client engagement and retention.

**Requirements:**

• 0-2 years of experience in financial services or a related field.

• Strong analytical and problem-solving skills.

• Excellent communication and interpersonal skills.

• Ability to work in a fast-paced environment and prioritize multiple tasks.

• Bachelor's degree in a related field or equivalent experience.

**Certifications:**

• AMIB figura 3 certification (desired)

**Job Details:**

• Job Family Group: Private Client Coverage

• Job Family: Relationship Banker

• Time Type: Full time

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.