Asesor Premium de Banca Patrimonial

Citigroup Inc.; Región Centro; Presencial; MXN 300.000 - 460.000; Jornada completa

Descripción de la vacante

Citigroup Inc. is seeking a CitiGold Relationship Banker in Mexico to manage client accounts and engage customers to understand needs and asset allocation.

You will advise on expanding relationships by mobilizing funds and offering suitable products, while ensuring compliance and risk considerations. The role includes reviewing product penetration, expanding the client base with tailored offerings, and organizing client events to strengthen bonds.

Formación

• 0-2 years relevant experience.
• Ability to manage relationships internal and external.
• Mandatory certifications for selling financial products.

Responsabilidades

• Client Account Management
• Review customer needs and asset allocation; engage with the customer to validate understanding.
• Advise clients to enrich relationships by mobilizing funds and selling fee-based products.
• Review product penetration for the client base and identify potential customers for tailored products.
• Ensure coverage of all relationships through customer engagements, risk profiling and financial planning.
• Organize client events to strengthen customer bonding.
• Acquire new CitiGold customers through referrals.

Conocimientos

Relationship management

Customer needs analysis

Sales of financial products

Compliance awareness

Educación

Bachelor's degree

Descripción del empleo

Citigroup Inc. is seeking a CitiGold Relationship Banker in Mexico to manage client accounts and engage customers to understand needs and asset allocation.

You will advise on expanding relationships by mobilizing funds and offering suitable products, while ensuring compliance and risk considerations. The role includes reviewing product penetration, expanding the client base with tailored offerings, and organizing client events to strengthen bonds.