Banquero en Entrenamiento Perisur - Ciudad de México - Citi

Citi

Empresa verificada

Ciudad de México

hace 1 semana

Publicado por:

Rodrigo Fernández

Reclutador de talento para beBee

Descripción

Responsibilities:

Client Account Management
Review CG customer needs and asset allocation, proactively 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.

Qualifications:

Previous relevant experience preferred
Ability to manage relationships both internal and external; Ability to multitask
Mandatory certifications as required for selling financial products

Education:

High School diploma or equivalent

Recién egresado de carreras económico-administrativas

Gusto por promoción de productos financieros

Atención a clientes

Apoyo temas administrativos

Facilidad de palabra

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Job Family Group:

Private Client Coverage

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Job Family:

Relationship Banker

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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.

View the "
EEO is the Law" poster. View the
EEO is the Law Supplement.

View the
EEO Policy Statement.

View the **Pay Transparency Posting