Banamex - Banquero de Apoyo - Banca Patrimonial Lilas
hace 2 semanas
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 multi-task- Mandatory certifications as required for selling financial products**Education**:- Bachelor's/University degree or equivalent experienceCertificación figura AMIB 3 (deseable)Job Family Group:Private Client Coverage- **Job Family**:Relationship Banker- Time Type:Full time- Most Relevant SkillsPlease see the requirements listed above.- Other Relevant SkillsFor complementary skills, please see above and/or contact the recruiter.View Citi’s EEO Policy Statement and the Know Your Rights poster.
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Banamex Banquero Bau
hace 4 semanas
Ciudad de México Citi A tiempo completo**Funciones**- Desarrollar el conocimiento del cliente en lo financiero, personal y familiar.- Generar las reuniones necesarias para iniciar, mantener y fortalecer la relación con los clientes.- Indagar las necesidades del cliente.- Asesorar al cliente en la oferta de valor del segmento, revisión de portafolios de inversión.- Generar relaciones exitosas...
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Ciudad de México, Ciudad de México BBVA A tiempo completoFecha límite para apuntarse: ¿Quieres desarrollar tu carrera profesional? BBVA es una empresa global con más de 160 años de historia que opera en más de 25 países en los que damos servicio a más de 80 millones de clientes. Somos más de profesionales que trabajamos en equipos multidisciplinares y de perfiles tan diversos como financieros, expertos...
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Banquero (a) de Apoyo, Banca Patrimonial Lilas
hace 4 semanas
Ciudad de 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,...
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Banquero Patrimonial
hace 7 días
Ladrón de Guevara, México Impulsora Estratégica de Negocios ADEL A tiempo completo**Banquero Patrimonial en Guadalajara**¿Tienes pasión por las inversiones y el trato personalizado con clientes de alto perfil? ¡Esta es tu oportunidad para formar parte de una institución financiera líder!**Objetivo del puesto**Ser el asesor estratégico de una institución Bancaria, para sus clientes patrimoniales, guiándolos en la gestión,...
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Banquero Bau Patrimonial Interlomas
hace 3 semanas
Ciudad de México Citi A tiempo completo**Requisitos**:- Licenciatura concluida en: Finanzas, Economía, Administración, Contaduría o Ingenierías.- Nível de inglés avanzado.- Experiência de 2 años como banquero o en el área de promoción.- Interés por brindar asesoría financiera.- Enfoque en las necesidades del Cliente, empatía, negociación.- Buenas relaciones interpersonales acorde al...
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Banamex - Banquero de Apoyo - Banca Patrimonial Lilas
hace 1 semana
Ciudad de 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,...
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Banamex - Banquero de Apoyo - Banca Patrimonial Lilas
hace 2 semanas
Ciudad de México Citigroup 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,...
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Ciudad de 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,...
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Ciudad de México Citigroup 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,...
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Ciudad de México Citigroup 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,...
