Patrimonial Wealth Advisor – Field Sales

Banamex; Ciudad de México; On-site; MXN 240,000 - 420,000; Full time

Job summary

Citi in Mexico City is seeking a Field Sales Intermediate Officer within the Consumer Sales team to provide client service and drive sales targets for financial products and services. You will leverage product knowledge to build client relationships and identify solutions that meet client needs.

The role collaborates with managers and directors to align sales plans, manage risks, and ensure regulatory compliance while delivering effective sales initiatives and handling client inquiries with

Qualifications

• 2-5 years of relevant experience.
• Required 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 or unexpected changes in expectations or requirements.
• Effective problem-solving and decision-making skills.
• Consistently demonstrates 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 existing and future client needs.
• Develop and execute integrated sales and marketing strategies that are aligned to sales goals and support sales service activities.
• Ensure adherence to operational controls, including legal, corporate, and regulatory procedures, to ensure safety and security of client and bank assets.
• Monitor improvement of quality of investment consultant activities, including sales targets, referral targets, strict adherence towards compliance, branch huddles.
• Resolve client complaints and issues promptly and efficiently.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citi, 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.

Skills

Sales experience

Communication skills

Regulatory knowledge

Problem solving

Work under pressure

Written and verbal communication

Education

Bachelor’s degree

Tools

Licenses: Series 7, 63, 66, 24/9/10

Job description

Citi in Mexico City is seeking a Field Sales Intermediate Officer within the Consumer Sales team to provide client service and drive sales targets for financial products and services. You will leverage product knowledge to build client relationships and identify solutions that meet client needs.

The role collaborates with managers and directors to align sales plans, manage risks, and ensure regulatory compliance while delivering effective sales initiatives and handling client inquiries with