Financial Services Specialist

hace 3 semanas


Tabasco, México Citi A tiempo completo

The Citigold Relationship Banker is a key role within our Private Client Coverage team. As a developing professional, you will apply your knowledge in monitoring, assessing, and analyzing data to identify policy gaps and formulate recommendations. You will interpret data, research factual information, and develop working knowledge of industry practices and standards. Your impact will be limited but direct through the quality of the tasks/services provided, with a focus on client account management, compliance, and risk management.

Key Responsibilities:

  • Client Account Management: Review customer needs, asset allocation, and proactively engage with customers to validate their understanding of their needs.
  • Compliance, Risk & Controls: Ensure adherence to KYC/AML and other compliance norms, and prioritize client satisfaction while providing an exceptional client experience.
  • Client Acquisition: Acquire new CitiGold customers through converting referral leads and organizing customer events to enhance customer bonding.

Qualifications:

  • 0-2 years relevant experience
  • Ability to manage relationships both internal and external
  • Mandatory certifications as required for selling financial products

Education:

Bachelor's/University degree or equivalent experience

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.



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