CitiGold Relationship Banker: Client Growth & Advisory

Citi; Mérida; Presencial; MXN 280.000 - 450.000; Jornada completa

Descripción de la vacante

Citi is seeking a Citigold Relationship Banker in Merida to develop client relationships and manage accounts for high-net-worth clients. You will review client needs, advise on asset allocation, and engage in selling tailored products to deepen relationships.

Responsibilities include risk-aware advisory, KYC/AML compliance, and organizing client events. A background in private client coverage and concise financial planning is essential.

Formación

• 0-2 years relevant experience.
• Ability to manage relationships both internal and external; prioritization skills.
• Mandatory certifications as required for selling financial products

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

Prioritization

Customer engagement

Educación

Bachelor's degree or equivalent experience

AMIB III certification

Descripción del empleo

Citi is seeking a Citigold Relationship Banker in Merida to develop client relationships and manage accounts for high-net-worth clients. You will review client needs, advise on asset allocation, and engage in selling tailored products to deepen relationships.

Responsibilities include risk-aware advisory, KYC/AML compliance, and organizing client events. A background in private client coverage and concise financial planning is essential.