Private Banking Associate: Investments & Client Growth

Citi; Ciudad de México; Presencial; MXN 800,000 - 1,000,000; Jornada completa

Descripción de la vacante

A global financial institution is seeking an Associate Banker in Mexico City. In this role, you will support clients and Bankers by solving complex inquiries, tracking revenue, and assisting in marketing strategies to deepen client relationships. The ideal candidate will have 2-5 years of relevant experience and strong investment knowledge. This position requires attentiveness, relationship management skills, and fluency in English, coupled with a Bachelor's degree or equivalent experience.

Formación

• 2-5 years relevant experience.
• Knowledge of investments is required; banking and credit products desirable.

Responsabilidades

• Provide complete service support to client, including solving complex client inquiries.
• Assist the Banker in creating sales and marketing strategies to generate revenue growth.
• Ensure appropriate documentation related to KYC/AML from the client.

Conocimientos

Investment knowledge

Relationship management

Multi-tasking

Fluency in English

Educación

Bachelor's/University degree or equivalent experience

Descripción del empleo

A global financial institution is seeking an Associate Banker in Mexico City. In this role, you will support clients and Bankers by solving complex inquiries, tracking revenue, and assisting in marketing strategies to deepen client relationships. The ideal candidate will have 2-5 years of relevant experience and strong investment knowledge. This position requires attentiveness, relationship management skills, and fluency in English, coupled with a Bachelor's degree or equivalent experience.