Patrimonial Private Client Relationship Banker

Banamex; Región Centro; On-site; MXN 300,000 - 420,000; Full time

Job summary

CitiGold Relationship Banker is a developing professional role within CitiPrivate Client Coverage. The role focuses on client account management, needs assessment, asset allocation, and advising on tailored financial products and services.

Candidates will demonstrate risk awareness, compliance with KYC/AML, and the ability to build strong CitiGold client relationships while supporting coverage of the client base; this is a full-time on-site position with Citi.

Qualifications

• 0-2 years relevant experience in private client service or banking.
• Ability to manage relationships both internal and external; prioritize effectively.
• Mandatory certifications as required for selling financial products.

Responsibilities

• Client Account Management across CitiGold relationships.
• Review CG customer needs and asset allocation; proactively engage with the customer to validate understanding of needs.
• Advise CG customers to enrich relationships by mobilizing funds and selling other fee-based products/services.
• Review product penetration for the assigned client base and identify potential CG customers for tailored products.
• Ensure coverage of all relationships through customer engagements and risk profiling.
• Compliance, Risk & Controls; ensure KYC/AML and other compliance norms are followed.

Skills

Client Account Management

Relationship Building

Compliance & Risk

Education

Bachelor's degree or equivalent experience

AMIB 3 Indispensable

Titulado o en Último Semestre de la Carrera

Job description

CitiGold Relationship Banker is a developing professional role within CitiPrivate Client Coverage. The role focuses on client account management, needs assessment, asset allocation, and advising on tailored financial products and services.

Candidates will demonstrate risk awareness, compliance with KYC/AML, and the ability to build strong CitiGold client relationships while supporting coverage of the client base; this is a full-time on-site position with Citi.