Banquero de Patrimonio y Relaciones con Clientes

Citigroup; Región Centro; On-site; MXN 279,000 - 446,000; Full time

Job summary

Citigroup is seeking a CitiGold Relationship Banker to manage client relationships, assess needs, and advise on funds and fee-based products. You will review asset allocation, engage clients, and expand relationships through tailored solutions to meet evolving needs.

The role emphasizes KYC/AML compliance, risk assessment, and exemplary client service across the CitiGold client base in a growing Private Client Coverage unit.

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.

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.

Skills

Relationship management

Prioritization

Education

Bachelor's/University degree or equivalent experience

AMIB 3 Indispensable

Titulado o en Último Semestre de la Carrera

Job description

Citigroup is seeking a CitiGold Relationship Banker to manage client relationships, assess needs, and advise on funds and fee-based products. You will review asset allocation, engage clients, and expand relationships through tailored solutions to meet evolving needs.

The role emphasizes KYC/AML compliance, risk assessment, and exemplary client service across the CitiGold client base in a growing Private Client Coverage unit.