Patrimonial Relationship Banker — Wealth Management

09516 Banco Nacional De Mexico, S.A., Integrante Del Grupo Financiero Banamex; Xico; Vor Ort; MXN 300.000 - 420.000; Vollzeit

Zusammenfassung

Banco Nacional De Mexico, S.A., Integrante Del Grupo Financiero Banamex’s Citigold Relationship Banker is a developing professional role applying specialty knowledge to monitor, assess, analyze and evaluate processes and data for client accounts. It involves risk-aware decision making and ensuring compliance with regulatory standards.

The role focuses on managing client relationships, advising on asset allocation, cross-selling fee-based products, and organizing events to strengthen client

Qualifikationen

• 0-2 years relevant experience
• Ability to manage relationships both internal and external; Ability to prioritize
• Mandatory certifications as required for selling financial products
• Bachelor's/University degree or equivalent experience
• AMIB Fig. 3 certification 100% credits

Aufgaben

• Client Account Management
• Review CG customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of the needs
• Advise CG customers to enrich the relationships by mobilizing additional funds and sell other fee based products/services based on the current and future customer needs
• Review product penetration for the assigned client base, identify potential CG customers who can be sold tailored products to enhance product penetration
• Ensure coverage of all relationships through customer engagements, risk profiling and financial planning
• Organize CG customer events to enhance customer bonding
• Acquire new CitiGold customers through converting referral leads
• Compliance, Risk & Controls
• Ensure that KYC/AML and other compliance norms are strictly adhered to
• Fulfilling the clients’ necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Ausbildung

Bachelor's/University degree

AMIB Fig. 3 certification

Jobbeschreibung

Banco Nacional De Mexico, S.A., Integrante Del Grupo Financiero Banamex’s Citigold Relationship Banker is a developing professional role applying specialty knowledge to monitor, assess, analyze and evaluate processes and data for client accounts. It involves risk-aware decision making and ensuring compliance with regulatory standards.

The role focuses on managing client relationships, advising on asset allocation, cross-selling fee-based products, and organizing events to strengthen client