BANAMEX /BANQUERO DE APOYO PATRIMONIAL NAUCALPAN

Citigroup Inc.; Tlalnepantla; Presencial; MXN 200,000 - 400,000; Jornada completa

Descripción de la vacante

Una institución financiera global busca un Citigold Relationship Banker en Tlalnepantla, Morelos. El candidato ideal tendrá un enfoque en la gestión de relaciones con clientes y colaborará en tareas de cumplimiento normativo. Se requiere una licenciatura y la capacidad de trabajar en equipo en un entorno dinámico y de alto desempeño.

Formación

• 0-2 años de experiencia relevante.
• Capacidad para gestionar relaciones internas y externas.
• Certificaciones obligatorias para la venta de productos financieros.

Responsabilidades

• Gestión de cuentas de clientes.
• Asesorar a los clientes de CG para enriquecer las relaciones.
• Asegurar cumplimiento de KYC/AML.

Conocimientos

Comunicación efectiva

Trabajo en equipo

Orientación a resultados

Atención al cliente

Capacidad analítica

Educación

Licenciatura Económico- Administrativo

Herramientas

Excel

Power Point

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)
• Conocimiento en Mercados Financieros - Inversiones- Riesgos y Controles.
• Figura 3 AMIB (Indispensable)
• Manejo de Excel y Power Point.
• Habilidades Requeridas: Comunicacion Efectiva- Trabajo en Equipo- Orientacion a Resultados- Atencion a cliente y Capacidad Analitica.
• Disponibilidad para trabajar de manera presencial en las oficinas de Banca Patrimonial.

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Job Family Group:

Private Client Coverage

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Job Family:

Relationship Banker

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Time Type:

Full time

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

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

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