Financial Services Professional

hace 1 semana


Saltillo, Coahuila de Zaragoza, México Citi A tiempo completo
Job Summary

The Citigold Relationship Banker is a developing professional role that requires a strong understanding of financial services and client relationship management. As a key member of the Citi team, you will be responsible for providing exceptional client experiences, managing client relationships, and identifying opportunities to grow business.

Key Responsibilities
  • Client Account Management
    • Review client needs and asset allocation to provide tailored financial solutions.
    • Proactively engage with clients to understand their needs and preferences.
    • Advise clients on financial products and services to enhance their relationships with Citi.
    • Identify opportunities to grow business through cross-selling and upselling.
  • Compliance, Risk & Controls
    • Ensure adherence to regulatory requirements and internal policies.
    • Monitor and manage risk to protect Citi's interests.
    • Implement controls to prevent financial crimes and ensure compliance.
  • Qualifications
    • 0-2 years of relevant experience in financial services.
    • Ability to manage relationships with internal and external stakeholders.
    • Mandatory certifications for selling financial products.
  • Education
    • Bachelor's/University degree or equivalent experience.
    • Certification in financial services (desirable).
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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