Banquero de Patrimonio: Asesoría y Gestión de Inversiones

Citi; New York (NY); Hybrid; USD 19,000 - 28,000; Full time

Job summary

Citi in Mexico City is seeking a Citigold Relationship Banker to support private client accounts and deepen relationships with high-net-worth clients. You will monitor, assess, and advise on asset allocations while ensuring compliance with regulatory standards.

Ideal candidates have up to 2 years of relevant experience, strong relationship skills, and a Bachelor’s degree. The role is hybrid, full-time, and offers opportunities to grow within CitiGold services.

Qualifications

• 0–2 years relevant experience.
• Ability to manage relationships both internal and external; prioritization.
• Mandatory certifications as required for selling financial products.

Responsibilities

• 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.
• Organize CG customer events to enhance customer bonding.
• 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.

Skills

Relationship management

Customer communication

Compliance awareness

Education

Bachelor's degree or equivalent

Job description

Citi in Mexico City is seeking a Citigold Relationship Banker to support private client accounts and deepen relationships with high-net-worth clients. You will monitor, assess, and advise on asset allocations while ensuring compliance with regulatory standards.

Ideal candidates have up to 2 years of relevant experience, strong relationship skills, and a Bachelor’s degree. The role is hybrid, full-time, and offers opportunities to grow within CitiGold services.