Business Development Officer, Citi

Business Development Officer

Citi

Location:
Mexico, Cabo San Lucas

Category:
Sales

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

The Business Development Officer is a developing professional role. Responsible for monitoring, assessing, analyzing processes, identifying policy gaps, and formulating policies. Fulfills client needs while ensuring rigorous advisory standards and adherence to compliance laws and regulations.

Job Responsibility:

Responsible for attracting, maintaining, retaining and growing the relationships managed with clients in the portfolio, offering a high value service advising on segment products
Serves a consolidated client portfolio
Support the fulfillment of the sales goals for the segment in the assigned geographical area. (portfolio growth, cross-selling, new customers and current customer retention)
Support the financial planning client engagement and help drive results of Financial Advisors
including: core data entry functions, interpretation of investment statements, interpretation of other documents, such as mortgage statements, employer benefit plan information, goal planning
Ensure advisory standards, process and controls are adhered to
Ensure technical knowledge on investments, superannuation, insurance and financial planning is kept up to date
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

Requirements:

Experience in sales of financial products
Consistently demonstrates clear and concise written and verbal communication skills
Ability to work to deadlines
Highly motivated and result driven

Additional Information:

Job Posted:
November 12, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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