Banamex Banquero de apoyo Mérida

Citigroup; Mérida; On-site; MXN 300,000 - 420,000; Full time

Job summary

Citigroup seeks a CitiGold Relationship Banker to manage high-net-worth client relationships in Mérida. You will review client needs, advise on asset allocation, and mobilize funds while offering tailored products.

You will ensure KYC/AML compliance and risk oversight, expanding the CitiGold base through referrals. The role requires 0-2 years of experience, a university degree, and mandatory certifications for selling financial products, with a focus on proactive client engagement and financial

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
• Bachelor's/University degree or equivalent experience

Responsibilities

• 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.
• Ensure KYC/AML compliance and other regulatory norms are strictly adhered to.

Education

Bachelor's/University degree or equivalent experience

Job description

CitiGold Relationship Banker

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.

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

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 experience

Other Job Details

Se requiere AMIB III indispensable

Se requiere titulación o en proceso

Job Family Group: Private Client Coverage

Job Family: Relationship Banker

Time Type: Full time

Equal Opportunity

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

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