Ejecutivo de Relaciones Patrimoniales

09516 Banco Nacional De Mexico, S.A., Integrante Del Grupo Financiero Banamex; Región Centro; On-site; MXN 300,000 - 420,000; Full time

Job summary

Citigroup is seeking a Citigold Relationship Banker in the Private Client Coverage area. The role develops policy-informed processes, analyzes data, and supports asset allocation reviews for CitiGold clients.

It focuses on enriching client relationships by guiding product‑based solutions and ensuring compliant, high‑quality client experiences. The position involves proactive engagement with customers, event organization, and cross‑selling opportunities, with strong emphasis on risk awareness and

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

Client relations

Relationship management

Prioritization

Education

Bachelor's/University degree

Job description

Citigroup is seeking a Citigold Relationship Banker in the Private Client Coverage area. The role develops policy-informed processes, analyzes data, and supports asset allocation reviews for CitiGold clients.

It focuses on enriching client relationships by guiding product‑based solutions and ensuring compliant, high‑quality client experiences. The position involves proactive engagement with customers, event organization, and cross‑selling opportunities, with strong emphasis on risk awareness and