Banquero de Apoyo Patrimonial

PowerToFly; Veracruz; Presencial; MXN 20,000 - 30,000; Jornada completa

Descripción de la vacante

Una importante entidad financiera en Veracruz busca un Citigold Relationship Banker para gestionar cuentas de clientes y asegurar el cumplimiento de las normas KYC/AML. El candidato ideal debe tener experiencia de 0 a 2 años y una licenciatura. Se valorarán certificaciones AMIB 3 y experiencia en finanzas. Con un enfoque en la experiencia del cliente, este puesto promete un entorno de trabajo dinámico y oportunidades de desarrollo profesional.

Formación

• Experiencia de 0-2 años en un rol relevante.
• Capacidad para gestionar relaciones internas y externas.
• Certificación AMIB 3 deseable para externos.

Responsabilidades

• Gestionar cuentas de clientes y entender sus necesidades.
• Advisar a clientes para enriquecer relaciones y movilizar fondos.
• Cumplir normas KYC/AML y asegurar una experiencia excepcional.

Conocimientos

Gestión de relaciones

Priorización

Certificaciones requeridas para productos financieros

Educación

Título universitario o experiencia equivalente

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

Other Requirements

• Licenciatura terminada
• Externos Deseable certificación AMIB 3
• Internos requerido certificación AMIB 3
• Deseable experiencia en finanzas

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.

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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