Banquero de Apoyo Patrimonial Empleos

Citi

Ubicación:
Mexico, Ciudad De Mexico

Categoría:
Banca

Tipo de contrato:
Contrato de trabajo

Salario:

No proporcionado

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Descripción del trabajo:

The Citigold Relationship Banker is a developing professional role that 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.

Responsabilidades:

Client Account Management
Review CG customer needs and asset allocation
Pro-actively engage with customers to validate understanding of needs
Advise CG customers to enrich relationships by mobilizing additional funds
Sell fee-based products/services based on customer needs
Review product penetration for assigned client base
Identify potential CG customers for tailored products
Ensure coverage of all relationships through customer engagements
Organize CG customer events to enhance customer bonding
Acquire new CitiGold customers through converting referral leads
Compliance, Risk & Controls
Ensure KYC/AML and other compliance norms are strictly adhered to
Fulfill clients' necessities while providing exceptional client experience
Assess risk when making business decisions
Drive compliance with applicable laws, rules and regulations

Requisitos:

0-2 years relevant experience
Ability to manage relationships both internal and external
Ability to prioritize
Mandatory certifications as required for selling financial products
Bachelor's/University degree or equivalent experience
AMIB 3 (Deseable)

Deseable:

AMIB 3 certification

Información adicional:

Oferta publicada:
28 de noviembre de 2025

Tipo de empleo:

Tiempo completo

Tipo de trabajo:

Trabajo presencial

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Banquero de Apoyo Patrimonial