Associate Banker C11 - Private Bank

Citigroup; Xico; Presencial; MXN 538,000 - 899,000; Jornada completa

Descripción de la vacante

A global financial services company seeks an Associate Banker C11 for their Private Bank division in Mexico. This role involves providing comprehensive support to clients and assisting Bankers with prospecting and relationship management. Candidates should have 2–5 years of experience, knowledge of investments, and a Bachelor's degree. Fluency in English is required. The position offers opportunities for career growth in a supportive environment.

Formación

• 2–5 years relevant experience.
• Knowledge of banking and credit products is desirable.

Responsabilidades

• Provide complete service support to clients, solving complex inquiries.
• Assist the Banker with prospecting and client relationship deepening.
• Ensure proper documentation related to KYC / AML.

Conocimientos

Knowledge of investments

Ability to manage relationships

Ability to multi-task

Fluent in English

Educación

Bachelor’s / University degree or equivalent experience

Descripción del empleo

Join to apply for the Associate Banker C11 - Private Bank role at Citi. The Associate Banker is a developing professional role.

Deals with most problems independently and has some latitude to solve complex problems.

Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices.

Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction / job family.

Applies analytical thinking and knowledge of data analysis tools and methodologies.

Requires attention to detail when making judgments and recommendations based on the analysis of factual information.

Typically deals with variable issues with potentially broader business impact.

Applies professional judgment when interpreting data and results.

Breaks down information in a systematic and communicable manner.

Developed communication and diplomacy skills are required in order to exchange potentially complex / sensitive information.

Moderate but direct impact through close contact with the businesses' core activities.

Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.

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, organize 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

• 2–5 years relevant 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
• Education: Bachelor’s / University degree or equivalent experience

Job Family Group: Private Client Coverage
Job Family: Private Banker Support
Time Type: Full‑time
Location: Mexico City Metropolitan Area

Citi is an equal‑opportunity employer, and qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and / or apply for a career opportunity, please contact Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.