Banamex - Banquero Asociado Banca Privada Polanco
hace 4 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 prioritize- Mandatory certifications as required for selling financial products**Education**:- Bachelor's/University degree or equivalent experienceAmib Figura 3 Vigente**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.-- View Citi’s _EEO Policy Statement_ and the _Know Your Rights_ poster._
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Banquero Banca Comercial
hace 2 días
Ciudad de México iCodde A tiempo completoEn iCodde, estamos en búsqueda de un** Banquero Senior de Banca Comercial** para **Actinver**en la **Ciudad de México.**Esta es una oportunidad única para asumir un reto emocionante en el sector financiero, con la posibilidad de fortalecer y expandir una cartera de clientes, brindando un servicio excepcional y soluciones financieras a la...
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Banquero/a Asociado
hace 1 semana
Tepatitlán de Morelos, Jal., México BBVA A tiempo completo**Fecha límite para apuntarse**:2025-05-15 **¿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 121.000 profesionales que trabajamos en equipos multidisciplinares y de perfiles tan diversos...
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Investor Banca Privada Mty
hace 2 semanas
México Citi A tiempo completoThe Product Manager is a senior management level position responsible for managing a broad range of Product Management employees, setting strategy and providing direction, leadership and budgetary management, etc. Additionally, this role will be responsible for the development of product plans, strategies, and tactics while coordinating product lines through...
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Investor Banca Privada Mty
hace 2 semanas
México Citi A tiempo completoThe Product Manager is a senior management level position responsible for managing a broad range of Product Management employees, setting strategy and providing direction, leadership and budgetary management, etc. Additionally, this role will be responsible for the development of product plans, strategies, and tactics while coordinating product lines through...
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Banquero Privado
hace 2 semanas
Naucalpan de Juárez, México Santander A tiempo completoES EL MOMENTO Santander () está evolucionando de ser una marca global de alto impacto a una organización impulsada por la tecnología , y las personas están en el centro de este camino. Juntos, estamos liderando una transformación centrada en el cliente que valora el pensamiento disruptivo , la valentía de desafiar lo posible y la capacidad de innovar ....
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Banamex - Asociado de Inversiones Bei Cdmx
hace 4 días
Ciudad de México Citigroup A tiempo completoThe Investment Sales Officer 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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Cajero/a-polanco
hace 1 semana
Ciudad de México RECUBRE POLANCO A tiempo completoTienda azulejera enfocada a la venta de pisos, grifería y muebles para baño busca tu talento como: **=Cajera Administrativa=** Zona POLANCO **LUNES A SABADO** **Requisitos**: BACHILLERATO concluido o carrera técnica EXPERIENCIA en cobros, arqueos de caja, manejo de TPV, preparación y entrega de valores a bóveda, atención al cliente PERSONA...
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Banamex- Banquero Bau
hace 4 días
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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Banamex - Banquero Asociado - Banca Privada - Cdmx
hace 16 horas
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 Asociado - Banca Privada - Cdmx
hace 17 horas
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,...
