Patrimonial Banker - Field Sales & Wealth Advisory

Citigroup; Ciudad de México; Presencial; MXN 600 000 - 800 000; Tempo integral

Resumo da oferta

Citigroup in Mexico City is seeking a Field Sales Intmd Officer responsible for customer service and achieving monthly and annual sales targets for financial products, in collaboration with the Consumer Sales team to build client relationships and advise on suitable offerings.

You will develop sales plans, engage with management, implement integrated strategies, ensure regulatory compliance, resolve client issues, and manage risk to protect Citigroup's reputation.

Qualificações

• 2–5 years of relevant financial sales experience.
• Holding required licenses: Series 7, Series 63, Series 66, and Series 24/9/10.
• Bachelor’s degree or equivalent experience.
• Strong communication and ability to work under pressure.

Responsabilidades

• Develop and implement sales plans to achieve targets.
• Interact with managers to communicate client needs.
• Develop and execute integrated sales and marketing strategies.
• Ensure adherence to legal, corporate, and regulatory procedures.
• Resolve client complaints promptly and efficiently.
• Assess risk and safeguard Citigroup's reputation and assets.

Conhecimentos

Client communication

Problem solving

Decision making

Time management

Formação académica

Bachelor's degree

Ferramentas

Series 7

Series 63

Series 66

Series 24/9/10

Descrição da oferta de emprego

Citigroup in Mexico City is seeking a Field Sales Intmd Officer responsible for customer service and achieving monthly and annual sales targets for financial products, in collaboration with the Consumer Sales team to build client relationships and advise on suitable offerings.

You will develop sales plans, engage with management, implement integrated strategies, ensure regulatory compliance, resolve client issues, and manage risk to protect Citigroup's reputation.