BANAMEX - Banquero de Apoyo Patrimonial

Citi; Ciudad de México; Presencial; MXN 200,000 - 400,000; Jornada completa

Descripción de la vacante

Una entidad financiera global busca un Relationship Banker en Ciudad de México. Se espera que gestiones cuentas de clientes y asesores sobre productos financieros. Los candidatos deben tener un título universitario, experiencia en el sector financiero y habilidades en análisis. El puesto es a tiempo completo y se valoran certificaciones relevantes. Se ofrece un entorno dinámico y enfocado en el cliente.

Formación

• 0-2 años de experiencia relevante.
• Certificaciones obligatorias para la venta de productos financieros.
• Inglés intermedio.

Responsabilidades

• Gestión de cuentas de clientes.
• Asesorar a clientes de CG para enriquecer relaciones.
• Organizar eventos para clientes CG.
• Cumplir con normas de cumplimiento y controles.

Conocimientos

Manejo de relaciones

Orientación a resultados

Atención a clientes

Capacidad analítica

Educación

Licenciatura Económico-Administrativo

Descripción del empleo

The Citigold Relationship Banker is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencies in data or results, defines business issues and formulates recommendations on policies, procedures or practices. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team.

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

Requisitos

• Licenciatura Económico- Administrativo Concluida
• Experiencia mínima de 1 año en Sector Financiero
• Conocimiento en Productos de Inversión.
• Certificación AMIB Figura 3 (Deseable)
• CFA- (Deseable)
• Ingles: Intermedio
• Disponibilidad inmediata (Presencial).
• Habilidades: Trabajo en Equipo- Orientación a Resultados- Atención a Clientes- Facilidad de Palabra- Capacidad Analítica.

Si cumples con los requisitos al 100% postúlate en la vacante

Job Family Group: Private Client Coverage

Job Family: Relationship Banker

Time Type: Full time

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