Patrimonial Banking Field Sales Advisor

Banamex; Cuernavaca; On-site; MXN 400,000 - 520,000; Full time

Job summary

Citi in Cuernavaca, Mexico seeks an intermediate Field Sales Intmd Officer to provide customer service and meet sales targets for financial products. You will use broad product knowledge to build client relationships and identify optimal financial solutions.

The role emphasizes compliance, collaboration with the Consumer Sales team, and achieving monthly and annual asset referral goals. Full‑time position with a focus on customer-centric financial services.

Qualifications

• 2-5 years of relevant experience in field sales.
• Licenses: Series 7, Series 63, Series 66, and Series 24 or 9/10.
• Previous sales experience preferred.
• Ability to communicate with all levels of management.
• Extensive knowledge of financial and securities industry regulations.
• Ability to work under pressure and manage deadlines/changes.
• Effective problem-solving and decision-making skills.
• Clear and concise written and verbal communication.

Responsibilities

• Develop and implement sales plans to achieve all monthly and annual new asset referral targets.
• Interact with managers and directors to ensure ongoing communication regarding client needs.
• Develop and execute integrated sales and marketing strategies aligned to sales goals.
• Ensuring adherence to legal, corporate, and regulatory procedures for safety of assets.
• Monitor improvement of investment consultant activities and branch huddles.
• Resolve client complaints promptly and efficiently.
• Assess risk in business decisions and escalate issues with transparency.

Skills

2-5 years experience

Education

Bachelor’s degree

Tools

Series 7

Series 63

Series 66

Series 24 or 9/10

Job description

Citi in Cuernavaca, Mexico seeks an intermediate Field Sales Intmd Officer to provide customer service and meet sales targets for financial products. You will use broad product knowledge to build client relationships and identify optimal financial solutions.

The role emphasizes compliance, collaboration with the Consumer Sales team, and achieving monthly and annual asset referral goals. Full‑time position with a focus on customer-centric financial services.