Wealth Relationship Banker

Citigroup; Ciudad de México; Vor Ort; MXN 420.000 - 900.000; Vollzeit

Zusammenfassung

Citigroup in Mexico City is seeking a CitiGold Relationship Banker. This developing professional role applies specialty knowledge to monitor, assess, analyze and evaluate processes and data, identifying policy gaps and forming recommendations.

You will interpret data and provide business insights to improve client experiences. You will engage with CitiGold clients to manage relationships, review needs, advise on asset allocation, and promote relevant products while ensuring strict compliance

Qualifikationen

• 0-2 years relevant experience.
• Ability to manage relationships 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; proactively validate needs.
• Advise clients to mobilize funds and cross-sell fee-based products based on needs.
• Review product penetration; identify customers for tailored products to enhance penetration.
• Ensure coverage of relationships via engagements, risk profiling, and financial planning.
• Organize CitiGold customer events to strengthen relationships.
• Acquire new CitiGold customers via referrals.
• Ensure compliance, risk and controls in daily activities.
• Adhere to KYC/AML and other compliance norms.
• Deliver excellent client experience; measured by key metrics.
• Assess risk in decisions; uphold firm reputation and assets; escalate issues and report control issues.

Kenntnisse

Client relationship management

Prioritization

Communication skills

Ausbildung

Bachelor's degree or equivalent

AMIB Fig. 3 certification

Jobbeschreibung

Citigroup in Mexico City is seeking a CitiGold Relationship Banker. This developing professional role applies specialty knowledge to monitor, assess, analyze and evaluate processes and data, identifying policy gaps and forming recommendations.

You will interpret data and provide business insights to improve client experiences. You will engage with CitiGold clients to manage relationships, review needs, advise on asset allocation, and promote relevant products while ensuring strict compliance