Private Banking Asset Growth Specialist

Citigroup; Morelia; Presencial; MXN 300.000 - 520.000; Jornada completa

Descripción de la vacante

Citigroup in Morelia is seeking a Field Sales professional to develop and execute sales plans aimed at achieving monthly and annual asset referrals. You will interact with management to align client needs with sales strategies and ensure compliance with legal and regulatory standards.

The role requires strong communication, ability to handle pressure, and a track record in financial industry sales. An AMIB certification may be beneficial.

Formación

• 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.

Responsabilidades

• 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 aligned to sales goals and support sales service activities.
• Ensure adherence to operational controls, including legal, corporate, and regulatory procedures.
• Monitor improvement of quality of investment consultant activities, including sales targets and referrals.
• Resolve client complaints and issues promptly and efficiently.
• Demonstrate compliance with laws, rules and regulations and escalate, manage and report control issues with transparency.

Conocimientos

Communication skills

Sales experience

Educación

Bachelor's degree/University degree or equivalent experience

Descripción del empleo

Citigroup in Morelia is seeking a Field Sales professional to develop and execute sales plans aimed at achieving monthly and annual asset referrals. You will interact with management to align client needs with sales strategies and ensure compliance with legal and regulatory standards.

The role requires strong communication, ability to handle pressure, and a track record in financial industry sales. An AMIB certification may be beneficial.