Financial Services Professional

hace 1 semana


Guanajuato, Guanajuato, México Citi A tiempo completo
About the Role

The Citigold Relationship Banker is a developing professional role that requires a strong understanding of financial services and client relationships. As a key member of our team, you will be responsible for monitoring, assessing, and analyzing client needs and developing strategies to meet those needs.

Key Responsibilities
  • Client Account Management
    • Review client needs and asset allocation to identify opportunities for growth and development.
    • Proactively engage with clients to validate their understanding of their needs and provide tailored solutions.
    • Advise clients on financial planning and risk management strategies to enhance their relationships with Citi.
    • Review product penetration for assigned clients and identify opportunities to sell additional products and services.
    • Ensure comprehensive coverage of all client relationships through regular engagement, risk profiling, and financial planning.
    • Organize client events to foster strong relationships and enhance client bonding.
    • Acquire new CitiGold customers through converting referral leads.
  • Compliance, Risk & Controls
    • Ensure strict adherence to KYC/AML and other compliance norms.
    • Fulfill client needs while providing an exceptional client experience, measured by specific metrics.
Requirements
  • 0-2 years of relevant experience in financial services.
  • Ability to manage relationships both internal and external.
  • Ability to multi-task and prioritize multiple responsibilities.
  • Mandatory certifications as required for selling financial products.
  • Bachelor's/University degree or equivalent experience.
  • Desirable certification in Figure 3 AMIB.


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