Patrimonial Field Sales Executive

Citigroup Inc.; Morelia; Presencial; MXN 350.000 - 550.000; Jornada completa

Descripción de la vacante

Citigroup Inc. is seeking a Field Sales Intmd Officer in Mexico to drive sales of financial products and services while building strong client relationships. You will coordinate with the Consumer Sales team to align plans with client needs and firm goals.

You will develop asset referral strategies, manage regulatory requirements, and resolve client issues promptly. This role demands strong communication, risk awareness, and the ability to work under pressure in a dynamic banking environment.

Formación

• Bachelor’s degree or equivalent.
• 2–5 years of relevant sales experience.
• Active licenses: Series 7, 63, 66, and 24 or 9/10.
• Strong communication and risk awareness.

Responsabilidades

• Develop and implement sales plans to achieve 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 and support activities.
• Ensure adherence to legal, corporate, and regulatory procedures and controls.
• Monitor improvement of investment consultant activities, including targets and compliance.

Conocimientos

Sales experience

Regulatory knowledge

Communication skills

Risk management

Financial products

Educación

Bachelor’s degree

Herramientas

Series 7

Series 63/66/24/9-10

Descripción del empleo

Citigroup Inc. is seeking a Field Sales Intmd Officer in Mexico to drive sales of financial products and services while building strong client relationships. You will coordinate with the Consumer Sales team to align plans with client needs and firm goals.

You will develop asset referral strategies, manage regulatory requirements, and resolve client issues promptly. This role demands strong communication, risk awareness, and the ability to work under pressure in a dynamic banking environment.