Banquero de Apoyo Mérida
hace 4 días
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.
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
AMIB Fig 3 deseableJob 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.
View Citi’s EEO Policy Statement and the Know Your Rights poster.
-
Banquero/a Patrimonial
hace 5 horas
Mérida, México BBVA Group A tiempo completo**facilitate the application for job offers with LinkedIn**. If you wish to obtain more detailed information, please consult our .Banquero/a Patrimonial (Mérida, Yucatán) page is loaded## Banquero/a Patrimonial (Mérida, Yucatán)locations: Yucatán, Mérida, 97000time type: Full timeposted on: Posted Todaytime left to apply: End Date: February 23,...
-
Banquero/a Privado Jr UHN
hace 2 semanas
Mérida, México BBVA Group A tiempo completo**facilitate the application for job offers with LinkedIn**. If you wish to obtain more detailed information, please consult our .Banquero/a Privado Jr UHN (Mérida, Yucatán) page is loaded## Banquero/a Privado Jr UHN (Mérida, Yucatán)locations: Yucatán, Mérida, 97000time type: Full timeposted on: Posted Todaytime left to apply: End Date:...
-
Banquero/a Empresarial Cuentas Clave
hace 2 semanas
Mérida, México BBVA Group A tiempo completo**facilitate the application for job offers with LinkedIn**. If you wish to obtain more detailed information, please consult our .Banquero/a Empresarial Cuentas Clave (Mérida, Yucatán) page is loaded## Banquero/a Empresarial Cuentas Clave (Mérida, Yucatán)locations: Yucatán, Mérida, 97000time type: Full timeposted on: Posted Yesterdaytime left to...
-
Banquero Corporativo de Cuentas Clave
hace 2 semanas
Mérida, México BBVA Group A tiempo completoUna importante institución financiera busca un/a Banquero/a Empresarial Cuentas Clave en Mérida, Yucatán, para mantener y mejorar relaciones con clientes a través de productos y servicios. El candidato ideal deberá conocer los objetivos de los clientes y servir como puente entre ellos y diferentes áreas del negocio, garantizando una atención al...
-
Mérida, México BBVA Group A tiempo completoUna entidad bancaria global busca un Banquero/a Patrimonial en Mérida, Yucatán. El candidato ideal proporcionará atención a clientes y buscará ofrecer soluciones adecuadas, promoviendo el uso de productos y servicios digitales. Se requiere experiencia en atención al cliente y ventas. El puesto ofrece un contrato a tiempo completo con oportunidades de...
-
Banquero Privado Junior: Crece en Banca Patrimonial
hace 2 semanas
Mérida, México BBVA Group A tiempo completoUna entidad financiera global busca a un Banquero/a Privado Jr UHN en Mérida, Yucatán. El candidato será responsable de gestionar la relación con los clientes del segmento, implementando estrategias para incrementar la base de clientes y ofreciendo atención personalizada de alta calidad. Se requiere habilidad para promover productos y servicios...
-
Profesor/a de apoyo educativo en Mérida
hace 4 semanas
Mérida (Yucatán), México Cronoshare.com.mx A tiempo completo¿Quieres trabajar como Profesor/a de apoyo educativo? Buscamos personas para trabajar como Profesor/a de apoyo educativo en colaboración con una plataforma que dispone clientes en Mérida. ¿Cuáles serán tus funciones en el trabajo? Te encargarás de las gestiones y la realización de los trabajos de Profesor/a de apoyo educativo, así como de la...
-
Banquero de Apoyo Mérida
hace 4 semanas
Mérida, México Citi A tiempo completoThe 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,...
-
Banquero de Apoyo Mérida
hace 2 días
Mérida, México Citi A tiempo completoThe 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,...
-
Profesor/a de apoyo escolar
hace 2 semanas
Mérida, México SuperProf A tiempo completoEmpresa B>Superprof permite a millones de personas de encontrar profes particulares y de progresar en más de 2000 materias: matemáticas, inglés, dibujo, deportes... En 10 años, Superprof se ha convertido en lider mundial de las clases particulares estando presente en más de 70 países. ¿La clave del éxito? Ofrecer a los profesores flexibilidad,...
