Associate Banker Senior
hace 3 semanas
Associate Banker Senior - Private Bank 27284 Banco Citi Mexico Sociedad Anonima•Xico, Veracruz, México Descripción del trabajo The Associate Banker Senior is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work‑flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub‑function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual. Responsibilities Provide complete service support to client, including solving complex client inquiries. Provide day to day support to Banker on documentation such as account opening and closing, loan disbursals, etc. Client/prospect meetings - Organize the pre‑call planning, organizing post‑meeting notes, and maintain all client call records including call reports. Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients. Assist the Banker in deepening the existing client relationship through deep‑dive analysis. Assist the Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients, with a focus on Investments. Assist the Banker with prospecting - conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client events. Provide accurate and timely revenue tracking and deal pipeline reports and other relevant information to the Banker. Ensure appropriate documentation related to KYC/AML from the client and ensure all aspects of client records and documentation are completed and updated. 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 5-8 years of experience. Knowledge of investments is required; banking and credit products desirable. Ability to manage relationships both internal and external. Ability to multi‑task. Fluent in English. AMIB3 Education: Bachelor's/University degree or equivalent experience. Job Family Group: Private Client Coverage Job Family: Private Banker Support Time Type: Full time #J-18808-Ljbffr
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Associate Banker Senior
hace 3 semanas
Xico, México 27284 Banco Citi Mexico Sociedad Anonima A tiempo completoAssociate Banker Senior - Private Bank 27284 Banco Citi Mexico Sociedad Anonima•Xico, Veracruz, México Descripción del trabajo The Associate Banker Senior is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work‑flow for the area or function....
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Associate Banker Senior
hace 3 semanas
Xico, México 27284 Banco Citi Mexico Sociedad Anonima A tiempo completoAssociate Banker Senior - Private Bank 27284 Banco Citi Mexico Sociedad Anonima•Xico, Veracruz, México Descripción del trabajo The Associate Banker Senior is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work‑flow for the area or function....
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Senior Private Banking Associate
hace 3 semanas
Xico, México 27284 Banco Citi Mexico Sociedad Anonima A tiempo completoUn banco internacional en Xico, Veracruz, busca un Associate Banker Senior para proporcionar soporte a su cartera de clientes. El candidato ideal tendrá entre 5 y 8 años de experiencia, conocimiento en inversiones, y será capaz de manejar relaciones tanto internas como externas. Esta posición requiere fluidez en inglés y cuenta con un horario de tiempo...
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Senior Private Banking Associate
hace 3 semanas
Xico, México 27284 Banco Citi Mexico Sociedad Anonima A tiempo completoUn banco internacional en Xico, Veracruz, busca un Associate Banker Senior para proporcionar soporte a su cartera de clientes. El candidato ideal tendrá entre 5 y 8 años de experiencia, conocimiento en inversiones, y será capaz de manejar relaciones tanto internas como externas. Esta posición requiere fluidez en inglés y cuenta con un horario de tiempo...
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Senior Investment Associate
hace 3 semanas
Xico, México Artha A tiempo completoDescripción del trabajo Company Description Role Description The Senior Investment Associate is a full-time, on-site role based in Polanco, CMX. This role involves conducting comprehensive financial analysis, building and reviewing financial models, and performing due diligence for potential investment opportunities. The Senior Investment Associate will...
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Senior Investment Associate
hace 3 semanas
Xico, México Artha A tiempo completoDescripción del trabajo Company Description Role Description The Senior Investment Associate is a full-time, on-site role based in Polanco, CMX. This role involves conducting comprehensive financial analysis, building and reviewing financial models, and performing due diligence for potential investment opportunities. The Senior Investment Associate will...
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Senior Investment Associate
hace 3 semanas
Xico, México Artha A tiempo completoDescripción del trabajo Company Description Role Description The Senior Investment Associate is a full-time, on-site role based in Polanco, CMX. This role involves conducting comprehensive financial analysis, building and reviewing financial models, and performing due diligence for potential investment opportunities. The Senior Investment Associate will...
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Senior Associate, Employee Services, Us
hace 3 semanas
Xico, México Warner Bros Careers A tiempo completoDescripción del trabajo**_Every great story has a new beginning, and yours starts here._****_ Welcome to Warner Bros.Discoverythe stuff dreams are made of._****Who We Are **When we say, "the stuff dreams are made of," we're not just referring to the world of wizards, dragons and superheroes, or even to the wonders of Planet Earth.Behind WBD's vast portfolio...
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Senior Tax Associate
hace 3 semanas
Xico, México Match Consulting A tiempo completoDescripción del trabajo A prestigious U.S.-based accounting firm, with an outstanding international track record in auditing and strategic consulting, is seeking to add a Senior Tax Associate to its team in Mexico City. Key Responsibilities Prepare individual, corporate, and partnership tax returns, including OVDP and Streamlined compliance. Review client...
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Senior Tax Associate
hace 3 semanas
Xico, México Match Consulting A tiempo completoDescripción del trabajo A prestigious U.S.-based accounting firm, with an outstanding international track record in auditing and strategic consulting, is seeking to add a Senior Tax Associate to its team in Mexico City. Key Responsibilities Prepare individual, corporate, and partnership tax returns, including OVDP and Streamlined compliance. Review client...
