Elite SME Growth & Client Advisory Officer

Citigroup; Estado de México; On-site; MXN 240,000 - 360,000; Full time

Job summary

Citigroup in Mexico is seeking a Business Development Officer to attract, maintain and grow client relationships within the portfolio, delivering high-value advisory on segment products.

You will support sales goals across the assigned geographic area, assist with financial planning engagement, and ensure advisory standards, processes and controls are followed, while keeping knowledge up to date on investments, superannuation, insurance and financial planning.

Qualifications

• 0-2 years relevant experience.
• Experience in sales of financial products.
• Consistently demonstrates clear and concise written and verbal communication skills
• Ability to work to deadlines.
• Highly motivated and result driven.

Responsibilities

• Responsible for attracting, maintaining, retaining and growing the relationships managed with clients in the portfolio, offering a high value service advising on segment products.
• Serves a consolidated client portfolio.
• Support the fulfillment of the sales goals for the segment in the assigned geographical area. (portfolio growth, cross-selling, new customers and current customer retention).
• Support the financial planning client engagement and help drive results of Financial Advisors; including: core data entry functions, interpretation of investment statements, interpretation of other documents, such as mortgage statements, employer benefit plan information, goal planning.
• Ensure advisory standards, process and controls are adhered to.
• Ensure technical knowledge on investments, superannuation, insurance and financial planning is kept up to date.
• 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

0-2 years relevant experience

Experience in sales of financials

Clear written & verbal communication

Ability to meet deadlines

Highly motivated & results driven

Education

Bachelor's/University degree or equivalent experience

Job description

Citigroup in Mexico is seeking a Business Development Officer to attract, maintain and grow client relationships within the portfolio, delivering high-value advisory on segment products.

You will support sales goals across the assigned geographic area, assist with financial planning engagement, and ensure advisory standards, processes and controls are followed, while keeping knowledge up to date on investments, superannuation, insurance and financial planning.