Banquero de Relación Privada Citigold

Citi; Ciudad de México; Presencial; MXN 300.000 - 450.000; Jornada completa

Descripción de la vacante

Citi in Mexico City is seeking a Citigold Relationship Banker to support private client coverage. The role focuses on understanding client needs, advising on asset allocation, and expanding relationships with tailored financial solutions.

Qualifications include 0-2 years of relevant experience, a bachelor’s degree, and required certifications for selling financial products. Full-time position with emphasis on risk controls and exceptional client service.

Formación

• 0-2 years relevant experience.
• Ability to manage relationships both internal and external; Ability to prioritize.
• Mandatory certifications as required for selling financial products.
• Amib Figura 3 Indispensable.

Responsabilidades

• 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.

Conocimientos

Relationship management

Client communication

Time management

Sales orientation

Educación

Bachelor's degree

Descripción del empleo

Citi in Mexico City is seeking a Citigold Relationship Banker to support private client coverage. The role focuses on understanding client needs, advising on asset allocation, and expanding relationships with tailored financial solutions.

Qualifications include 0-2 years of relevant experience, a bachelor’s degree, and required certifications for selling financial products. Full-time position with emphasis on risk controls and exceptional client service.