Banquero de Relación Privada — Crece con Clientes

Citigroup; Mérida; Sur place; MXN 300 000 - 420 000; Plein temps

Résumé du poste

Citigroup seeks a CitiGold Relationship Banker to manage high-net-worth client relationships in Mérida. You will review client needs, advise on asset allocation, and mobilize funds while offering tailored products.

You will ensure KYC/AML compliance and risk oversight, expanding the CitiGold base through referrals. The role requires 0-2 years of experience, a university degree, and mandatory certifications for selling financial products, with a focus on proactive client engagement and financial

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
• Bachelor's/University degree or equivalent experience

Responsabilités

• 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.
• Ensure KYC/AML compliance and other regulatory norms are strictly adhered to.

Formation

Bachelor's/University degree or equivalent experience

Description du poste

Citigroup seeks a CitiGold Relationship Banker to manage high-net-worth client relationships in Mérida. You will review client needs, advise on asset allocation, and mobilize funds while offering tailored products.

You will ensure KYC/AML compliance and risk oversight, expanding the CitiGold base through referrals. The role requires 0-2 years of experience, a university degree, and mandatory certifications for selling financial products, with a focus on proactive client engagement and financial