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Uruapan

    Banquero De Apoyo Patrimonial Uruapan - Citigroup Inc.

    Citigroup Inc.
    Citigroup Inc. Uruapan, México

    hace 3 semanas

    Default job background
    Descripción
    The Citigold Relationship Banker is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencies in data or results, defines business issues and formulates recommendations on policies, procedures or practices. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team.

    Responsibilities:

    Client Account ManagementReview 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 penetrationEnsure coverage of all relationships through customer engagements, risk profiling andfinancial planning.

    Organize CG customer events to enhance customer bonding.
    Acquire new CitiGold customers through converting referral leads.
    Compliance, Risk & ControlsEnsure 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.


    Qualifications:
    0-2 years relevant experienceAbility to manage relationships both internal and external; Ability to prioritizeMandatory certifications as required for selling financial productsEducation: Bachelor's/University degree or equivalent experienceCertificación AMIB 3 indispensable
    Carrera económico-administrativa
    Experiencia deseada


    Job Family Group:
    Private Client Coverage

    Job Family:
    Relationship Banker

    Time Type:
    Full time
    Citi is an equal opportunity and affirmative action employer.

    Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

    Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities.

    If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

    View the "EEO is the Law" poster. View the EEO is the Law Supplement.
    View the EEO Policy Statement.
    View the Pay Transparency Posting

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