Banamex - Banquero Asociado Banca Privada Zona Esmeralda CDMX

hace 6 horas

Interlomas, México Citi A tiempo completo

The Citigold Relationship Banker is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencies in data or results, defines business issues and formulates recommendations on policies, procedures or practices. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team.

Responsibilities:

  • Client Account Management
  • Review CG customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of the needs.
  • Advise CG customers to enrich the relationships by mobilizing additional funds and sell other fee based products/services based on the current and future customer needs.
  • Review product penetration for the assigned client base, identify 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 that KYC/AML and other compliance norms are strictly adhered to.
  • Fulfilling the clients' necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

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

Education:

  • Bachelor's/University degree or equivalent experience

Contar con Figura 3 AMIB

Job Family Group:

Private Client Coverage

Job Family:

Relationship Banker

Time Type:

Full time

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View Citi's EEO Policy Statement and the Know Your Rights poster.

  • Guardia de Seguridad Privada

    hace 5 días

    Interlomas, México Skuadra RH A tiempo completo

    Importante empresa de seguridad privada está solicitando: _Guardias de Seguridad_ **Requisitos**: - Mínimo Secundaria (indispensable comprobante). - Cartilla Militar o Precartilla - Excelente presentación - Actitud de servicio **Funciones**: - Resguardo de la seguridad del lugar - Reaccionar ante situaciones de emergencia **Ofrece**: - Sueldo:...

  • Supervisor de Tienda

    hace 4 semanas

    Interlomas, México PROWORK A tiempo completo

    La bodega con la que estarías trabajando es **DAY STORE**Solicitamos **SUPERVISOR DE TIENDA **estamos asociados y trabajamos con **RAPPI**Zona Disponible:- PARQUE INTERLOMAS / FRENTE AL COLEGIO EL ROBLETurno Disponible:- 8:00 AM A 5:00 PMMANEJAMOS EL BANCO DE TU PREFERENCIA. PAGO SEMANAL CON SEMANA DESFASADA TODOS LOS VIERNES Y PRESTACIONES DE LEY DESDE...

  • Banamex - Banquero de Apoyo Patrimonial Huixquilucan

    hace 9 horas

    Interlomas, México Citi A tiempo completo

    The Citigold Relationship Banker is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencies in data or results,...

  • Customer Service

    hace 3 semanas

    Interlomas, México Go Sinergia A tiempo completo

    **Business Developer/ Customer Service - On site**(Neccesary to Live in State of Mexico)**Requirements**:Bachelor Degree+ 3 years of experience Customer Service / Business DeveloperEnglishAbility to travel, occasionally**Activities**:- Tracking current prospects and clients.- Visits to current and new clients.- Implementations.- New requirements.- Manual...

  • Nominista Jr

    hace 4 semanas

    Interlomas, México KKAF SEGURIDAD PRIVADA, S.A DE C.V A tiempo completo

    **Puesto: Nominista JR.****Sueldo mensual**: $10,000 a $14,000 netos (según experiência)**Zona de trabajo**: Interlomas, Estado de México**Horario**: Lunes a viernes de 9 A.M. a 6:00 P. M. (disponibilidad en cierres de quincena)**Requisitos**:- Escolaridad: Licenciatura en Contaduría, Administración o afín (pasante o titulado).- Experiência mínima de...

  • Nominista Jr

    hace 4 horas

    Interlomas, México KKAF SEGURIDAD PRIVADA, S.A DE C.V A tiempo completo

    **Puesto: Nominista JR.** **Sueldo mensual**: $10,000 a $14,000 netos (según experiência) **Zona de trabajo**: Interlomas, Estado de México **Horario**: Lunes a viernes de 9 A.M. a 6:00 P. M. (disponibilidad en cierres de quincena) **Requisitos**: - Escolaridad: Licenciatura en Contaduría, Administración o afín (pasante o titulado). - Experiência...

  • Gestor Mensajero

    hace 4 semanas

    Interlomas, México Bolsa de Trabajo CDMX A tiempo completo

    **¡Estamos buscando talento!****Zona: Interlomas****Puesto: Gestor Mensajero**¿Eres una persona dinámica, organizada y con excelente actitud de servicio? ¡Esta oportunidad es para ti!**Requisitos**:- Bachillerato concluido, o carreta técnica en área administrativa (indispensable contar con certificado de estudios- Manejo de office básico- Licencia de...

  • Gestor Mensajero

    hace 4 horas

    Interlomas, México Bolsa de Trabajo CDMX A tiempo completo

    **¡Estamos buscando talento!** **Zona: Interlomas** **Puesto: Gestor Mensajero** ¿Eres una persona dinámica, organizada y con excelente actitud de servicio? ¡Esta oportunidad es para ti! **Requisitos**: - Bachillerato concluido, o carreta técnica en área administrativa (indispensable contar con certificado de estudios - Manejo de office básico -...

  • Aux Contable

    hace 2 semanas

    Interlomas, México Cerebrito.com A tiempo completo

    Nos encontramos en búsqueda de Aux Contable:**Requisitos**:- Escolaridad: Contaduría Pública- Experiência mínima 1 año de experiência en roles asociados a la contabilidad e impuestos.Conocimientos Técnicos:- Conciliación de CFDI tipo Ingreso, Egreso, Pago.- Elaboración de contabilidad.- Conocimientos generales en ISR e IVA de Personas Morales...

  • Empleada Domestica y Cuidadora

    hace 4 horas

    Interlomas, México Grupo Converse de México A tiempo completo

    DOMICILIO PRIVADO SOLICITA: **EMPLEADA DOMÉSTICA Y CUIDADORA (1 PERSONA Y 1 MASCOTA) ENTRADA POR SALIDA** HORARIO DE LUNES A VIERNES DE 9:00AM A 3:00PM **ACTIVIDADES: ENFOCADA AL ÁREA DE COCINA** - LIMPIEZA GENERAL DE CASA (BARRER, TRAPEAR, ETC.) - CUIDADO BÁSICO DE PERSONA DE LA 3ERA EDAD - CUIDADO DE LA CASA EN GENERAL OFRECEMOS - SALARIO BASE POR...