Business Development Officer, Citi

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. 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.

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
support the financial planning client engagement and help drive results of Financial Advisors
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
appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation

Requirements:

0-2 years relevant experience
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

What we offer:

Equal opportunity employer benefits
compliance with applicable laws, rules and regulations
employee-first policy

Additional Information:

Job Posted:
July 09, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Business Development Officer