Banquero Bau Queretaro
hace 4 semanas
The Field Sales Intmd Officer is an intermediate position responsible for providing customer service assistance and meeting sales targets for financial products and services within their assigned district or location, in coordination with the broader Consumer Sales team. The overall objective is to utilize a wide range of product knowledge to build relationships with clients in order to recognize which financial products and services meet their needs.**Responsibilities**:- Develop and implement sales plans to achieve all monthly and annual new asset referral targets- Interact with managers and directors to ensure ongoing communication regarding existing and future client needs- Develop and execute integrated sales and marketing strategies that are aligned to sales goals and support sales service activities- including legal, corporate, and regulatory- Ensure adherence to operational controls, including legal, corporate, and regulatory procedures, to ensure safety and security of client and bank assets- Monitor improvement of quality of investment consultant activities, including sales targets, referral targets, strict adherence towards compliance, branch huddles- Resolve client complaints and issues promptly and efficiently**Qualifications**:- 2-5 years of relevant experience- Required licenses: Series 7, Series 63, Series 66, and Series 24 or 9/10- Previous sales experience preferred- Ability to communicate with all levels of management- Extensive knowledge of financial and securities industry regulations- Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements- Effective problem-solving and decision-making skills- Consistently demonstrates clear and concise written and verbal communication**Education**:- Bachelor’s degree/University degree or equivalent experienceThis job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.Figura III AMIBExperiência mínima de 2 años en atención a clientes relacionados a inversionesConocimientos en el área económico administrativos y finanzas- **Job Family Group**:Consumer Sales- **Job Family**:Field Sales- **Time Type**:Full time- Citi is an equal opportunity and affirmative action employer.Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.View the "**EEO is the Law**" poster. View the **EEO is the Law Supplement**.View the **EEO Policy Statement**.View the **Pay Transparency Posting
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Banquero Bau Patrimonial Interlomas
hace 6 días
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...
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Banquero Premium Queretaro
hace 4 semanas
México Scotiabank A tiempo completo**BANQUERO/A PREMIUM****Postúlate y Di #Hola a un mundo de posibilidades en el mejor Grupo Financiero, en el puesto de**:**BANQUERO/A PREMIUM****Ofrecemos**:- Sueldo base mensual- Bono trimestral- Vales de despensa- Contratación directa con la Institución- Prestaciones Superiores a la Ley- Aguinaldo 30 días- 20 días de vacaciones por año- Seguro de...
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Banquero Premium Queretaro
hace 2 días
México Scotiabank A tiempo completo**BANQUERO/A PREMIUM** **Postúlate y Di #Hola a un mundo de posibilidades en el mejor Grupo Financiero, en el puesto de**: **BANQUERO/A PREMIUM** **Ofrecemos**: - Sueldo base mensual - Bono trimestral - Vales de despensa - Contratación directa con la Institución - Prestaciones Superiores a la Ley - Aguinaldo 30 días - 20 días de vacaciones por año -...
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Banamex- Banquero Bau
hace 10 horas
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 Bau
hace 1 semana
Ciudad de México, CDMX 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...
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Banquero Bau Patrimonial
hace 2 semanas
Ciudad de México Citi A tiempo completoThe Field Sales Intmd Officer is an intermediate position responsible for providing customer service assistance and meeting sales targets for financial products and services within their assigned district or location, in coordination with the broader Consumer Sales team. The overall objective is to utilize a wide range of product knowledge to build...
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Banquero Bau Patrimonial
hace 1 semana
Ciudad de México Citi A tiempo completoThe Field Sales Intmd Officer is an intermediate position responsible for providing customer service assistance and meeting sales targets for financial products and services within their assigned district or location, in coordination with the broader Consumer Sales team. The overall objective is to utilize a wide range of product knowledge to build...
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Banquero Bau Patrimonial Oaxaca
hace 3 semanas
México Citi A tiempo completoThe Field Sales Intmd Officer is an intermediate position responsible for providing customer service assistance and meeting sales targets for financial products and services within their assigned district or location, in coordination with the broader Consumer Sales team. The overall objective is to utilize a wide range of product knowledge to build...
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Banquero Bau- Santa Fe
hace 2 semanas
Ciudad de México Citi A tiempo completoThe Field Sales Sr. Officer is an intermediate position responsible for providing customer service assistance and meeting sales targets for financial products and services within their assigned district or location, in coordination with the broader Consumer Sales team. The overall objective is to utilize a wide range of product knowledge to build...
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Banquero Bau Patrimonial Tuxtla Gutiérrez
hace 3 semanas
México Citi A tiempo completoThe Field Sales Intmd Officer is an intermediate position responsible for providing customer service assistance and meeting sales targets for financial products and services within their assigned district or location, in coordination with the broader Consumer Sales team. The overall objective is to utilize a wide range of product knowledge to build...
