Elite Financial Client Advisor

Citigroup Inc.; Toluca; On-site; MXN 240,000 - 420,000; Full time

Job summary

Citigroup Inc. in Toluca seeks a Business Development Officer to nurture client relationships, advise on segment products, and support sales goals. The role covers portfolio growth, cross-selling, and retention, with emphasis on accurate data interpretation and adherence to advisory standards.

The candidate should have 0-2 years of relevant experience, a Bachelor’s degree, and strong communication and deadline-driven capabilities to deliver high-quality service.

Qualifications

• 0-2 years relevant experience.
• Experience in sales of financial products.
• Consistently demonstrates clear and concise written and verbal communication skills.

Responsibilities

• Attract, maintain, retain and grow client relationships in the portfolio with high-value advisory service.
• Support achievement of sales goals for the segment in the assigned geographic area.
• Assist financial planning client engagement and interpret investment statements and related documents.
• Ensure advisory standards, processes and controls are followed and kept up to date.

Skills

Communication skills

Deadline oriented

Motivated and results-driven

Education

Bachelor’s degree

Job description

Citigroup Inc. in Toluca seeks a Business Development Officer to nurture client relationships, advise on segment products, and support sales goals. The role covers portfolio growth, cross-selling, and retention, with emphasis on accurate data interpretation and adherence to advisory standards.

The candidate should have 0-2 years of relevant experience, a Bachelor’s degree, and strong communication and deadline-driven capabilities to deliver high-quality service.