Wealth Field Sales Specialist

Citigroup Inc.; Ciudad de México; On-site; MXN 420,000 - 780,000; Full time

Job summary

Citigroup Inc. is seeking a Field Sales Intermediate Officer in Mexico City to provide customer service and drive sales of financial products. The role supports the Consumer Sales team with a focus on building client relationships and meeting referral targets.

Candidates should have 2-5 years of relevant experience, holding regulatory licenses (Series 7, 63, 66, and 24 or 9/10) and a bachelor’s degree. Strong communication and compliance skills are essential for success.

Qualifications

• 2-5 years of relevant experience.
• Familiarity with financial products and services.
• Ability to understand and apply financial regulations.

Responsibilities

• Develop and implement sales plans to achieve monthly and annual asset referral targets.
• Coordinate with managers and directors to align on client needs.
• Execute integrated sales and marketing strategies aligned to sales goals.

Skills

Regulatory knowledge

Sales ability

Communication with management

Problem solving

Education

Bachelor’s degree/University degree

Tools

Series 7 and Series 63/66 licenses

Series 24 or 9/10

Job description

Citigroup Inc. is seeking a Field Sales Intermediate Officer in Mexico City to provide customer service and drive sales of financial products. The role supports the Consumer Sales team with a focus on building client relationships and meeting referral targets.

Candidates should have 2-5 years of relevant experience, holding regulatory licenses (Series 7, 63, 66, and 24 or 9/10) and a bachelor’s degree. Strong communication and compliance skills are essential for success.