Citi Gold Relationship Banker

hace 2 meses


Ciudad de México, Ciudad de México Citi A tiempo completo
About the Role

The Citi Gold Relationship Banker is a developing professional position within our organization. This role requires applying specialty area knowledge in monitoring, assessing, analyzing, and/or evaluating processes and data to identify policy gaps and formulate policies.

We are seeking an individual with good understanding of how the team interacts with others to accomplish objectives. This role will develop working knowledge of industry practices and standards, with a limited but direct impact on the business through the quality of tasks/services provided.

Responsibilities:

  • Client Account Management:
    - Review CG customer needs and asset allocation to proactively engage with customers and validate their understanding of needs.
    - Advise CG customers to enrich relationships by mobilizing additional funds and selling other fee-based products/services based on current and future customer needs.
    - Review product penetration for assigned clients, identifying potential CG customers who can be sold tailored products to enhance product penetration.
    - Ensure coverage of all relationships through customer engagements, risk profiling, and financial planning.
    - Organize CG customer events to enhance customer bonding.
    - Acquire new CitiGold customers through converting referral leads.
  • Compliance, Risk & Controls:
    - Ensure KYC/AML and other compliance norms are strictly adhered to.

Requirements:

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

Education:
Bachelor's/University degree or equivalent experience
Certification AMIB figura 3 (desired)

Estimated Salary Range: $80,000 - $110,000 per annum, depending on location and experience



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