Financial Services Client Growth Specialist

Citi; Toluca; On-site; MXN 200,000 - 320,000; Full time

Job summary

Citi is seeking a Business Development Officer in Toluca, Mexico, to manage a consolidated client portfolio within Consumer Sales. You will advise on segment products, support sales targets, and help with financial planning engagement while upholding advisory standards.

The role requires 0-2 years of experience, a bachelor's degree, and strong communication skills. It is a full-time, on-site position with opportunities to contribute to portfolio growth and client satisfaction.

Qualifications

• 0-2 years relevant experience required.
• Experience in sales of financial products is preferred.
• Clear and concise written and verbal communication skills required.
• Ability to meet deadlines and stay motivated to achieve targets.

Responsibilities

• Attract, maintain, retain and grow relationships with clients in the portfolio, offering high-value service advising on segment products.
• Support fulfillment of sales goals in the assigned geographical area, including portfolio growth, cross-selling, new customers and current customer retention.
• Assist in financial planning client engagement and interpretation of statements and documents.
• Ensure advisory standards, processes and controls are adhered to.
• Maintain up-to-date knowledge of investments, superannuation, insurance and financial planning.

Skills

Sales of financial products

Communication skills

Deadline-oriented

Motivated

Client relationship management

Education

Bachelor's degree

Job description

Citi is seeking a Business Development Officer in Toluca, Mexico, to manage a consolidated client portfolio within Consumer Sales. You will advise on segment products, support sales targets, and help with financial planning engagement while upholding advisory standards.

The role requires 0-2 years of experience, a bachelor's degree, and strong communication skills. It is a full-time, on-site position with opportunities to contribute to portfolio growth and client satisfaction.