BANAMEX - Banquero de Apoyo Patrimonial

09516 Banco Nacional de Mexico, S.A., integrante del Grupo Financiero Banamex; Ciudad de México; Presencial; MXN 200,000 - 400,000; Jornada completa

Descripción de la vacante

Un importante banco en México busca un Banquero de Relaciones Citigold. El candidato ideal debe tener 0-2 años de experiencia, habilidades para manejar relaciones con clientes y certificaciones requeridas para la venta de productos financieros. Se valorará el conocimiento en productos de inversión y la disponibilidad inmediata. Este es un trabajo a tiempo completo en Ciudad de México con una fuerte orientación hacia la experiencia del cliente.

Formación

• 0-2 años de experiencia relevante.
• Habilidades en gestión de relaciones internas y externas.
• Certificaciones obligatorias requeridas para la venta de productos financieros.

Responsabilidades

• Gestión de cuentas de clientes.
• Revisar las necesidades del cliente y asignación de activos.
• Asesorar a los clientes para enriquecer las relaciones.
• Organizar eventos para mejorar la relación con los clientes.

Conocimientos

Atención a Clientes

Trabajo en Equipo

Orientación a Resultados

Capacidad Analítica

Facilidad de Palabra

Educación

Licenciatura Económico-Administrativa

CFA (Deseable)

Certificación AMIB Figura 3 (Deseable)

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-Administrativa Concluida
• Experiencia mínima de 1 año en Sector Financiero
• Conocimiento en Productos de Inversión.
• Certificación AMIB Figura 3 (Deseable)
• CFA- (Deseable)
• Inglés : 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

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above and / or contact the recruiter.