Private Client Relationship Banker - Growth & Advisory

Citigroup Inc.; Ciudad de México; Vor Ort; MXN 502.200 - 725.400; Vollzeit

Zusammenfassung

Citigroup Inc. is seeking a CitiGold Relationship Banker in Mexico City. This developing role focuses on monitoring, analyzing, and advising on client relationships and asset allocation to enrich portfolios and drive tailored solutions.

You will pro-actively engage clients, review product penetration, ensure compliance with KYC/AML, and manage risk while expanding CitiGold client bases through referrals. This position is full-time and requires a university degree or equivalent experience.

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.

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.
• 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.

Kenntnisse

Relationship management

Client servicing

Financial product knowledge

Ausbildung

Bachelor's/University degree or equivalent experience

Jobbeschreibung

Citigroup Inc. is seeking a CitiGold Relationship Banker in Mexico City. This developing role focuses on monitoring, analyzing, and advising on client relationships and asset allocation to enrich portfolios and drive tailored solutions.

You will pro-actively engage clients, review product penetration, ensure compliance with KYC/AML, and manage risk while expanding CitiGold client bases through referrals. This position is full-time and requires a university degree or equivalent experience.