Private Client Relationship Banker — Wealth & Planning

Banamex; Mérida; On-site; MXN 180,000 - 280,000; Full time

Job summary

Citi is seeking a developing professional for the CitiGold Relationship Banker role. The position focuses on monitoring, analyzing, and evaluating client processes and data to identify policy gaps and suggest improvements.

Responsibilities include managing client accounts, validating client needs, and promoting additional financial products while maintaining compliance with KYC/AML policies.

Qualifications

• 0-2 years relevant experience.
• Ability to manage relationships both internal and external; ability to prioritise.
• AMIB III indispensable and required certifications for selling financial products.

Responsibilities

• Client account management across CitiGold relationships.
• Review customer needs and asset allocation with clients.
• Advise customers to enrich relationships and mobilize funds or sell products.
• Ensure KYC/AML compliance and risk controls.
• Organize client events to strengthen relationships.

Skills

Relationship management

Prioritisation

Selling financial products

Education

Bachelor's degree or equivalent

Job description

Citi is seeking a developing professional for the CitiGold Relationship Banker role. The position focuses on monitoring, analyzing, and evaluating client processes and data to identify policy gaps and suggest improvements.

Responsibilities include managing client accounts, validating client needs, and promoting additional financial products while maintaining compliance with KYC/AML policies.