Senior Banker

hace 3 semanas


Ciudad de México, Ciudad de México Citi A tiempo completo

The Senior Banker role at Citi is a developing professional position that requires strong analytical and problem-solving skills. The ideal candidate will have a solid understanding of industry standards and practices, as well as the ability to integrate in-depth specialty area knowledge with good communication and diplomacy skills.

**Key Responsibilities:**

• Review and analyze customer needs and asset allocation to provide proactive advice on investment opportunities
• Develop and implement strategies to enhance customer relationships and increase product penetration
• Ensure compliance with regulatory requirements and internal policies
• Collaborate with cross-functional teams to deliver exceptional client service and experience

**Requirements:**

• 2-5 years of relevant experience in private banking or wealth management
• Strong analytical and problem-solving skills
• Ability to manage relationships both internal and external
• Mandatory certifications as required for selling financial products


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