Citigold Relationship Banker Job at Citi (Guadalajara)

Citigold Relationship Banker

The Citigold Relationship Banker is a developing professional role that applies ...

Location

Mexico , Monterrey

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Bachelor's/University degree or equivalent experience
0-2 years relevant experience
ability to manage relationships both internal and external
ability to prioritize
mandatory certifications as required for selling financial products
Licenciatura Económico-Administrativo concluida
experiencia como Becarios, Servicio Social o Practicas Profesionales
conocimiento en Inversiones, Mercado Financiero, Derivados
certificación AMIB Figura 3 (deseable)
habilidades: Trabajo en Equipo, Comunicación Efectiva, Capacidad Analítica, Resolución de Problemas y Atención a Cliente

Job Responsibility

Review 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 or 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
ensure that KYC/AML and other compliance norms are strictly adhered to
fulfill the clients’ necessities while providing an exceptional client experience
appropriately assess risk when business decisions are made by demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets
brindar apoyo al banquero patrimonial en la gestión y atención del cliente de alto valor

Fulltime

Citigold Relationship Banker

The Citigold Client Advisor is a trusted partner to emerging affluent and high-n...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6+ years of experience in wealth management or a related field, serving affluent and high-net-worth clients in Singapore
Strong local market knowledge and experience advising clients with wealth, retirement and legacy planning needs
Demonstrated success in business development, client acquisition, and relationship deepening
Robust understanding of investment products, wealth strategies, and financial planning tools
Excellent interpersonal, analytical, and communication skills
Ability to work both independently and as part of a collaborative team
Mandatory certifications required for advising on financial products in Singapore
Willingness to travel locally for client engagement when necessary

Job Responsibility

Design and implement tailored financial strategies that include investment management, retirement planning, legacy and estate planning, tax optimization, and risk mitigation
Cultivate deep, long-term relationships with emerging affluent and high-net-worth individuals
Serve as their primary advisor by understanding life goals, financial needs, and generational aspirations
Drive portfolio expansion through proactive prospecting, referrals, and leveraging Citi’s global platform
Conduct regular reviews to ensure client strategies evolve with changing needs
Partner with internal specialists to deliver integrated, end-to-end financial solutions
Stay current with market trends, investment opportunities, and regulatory changes
Translate insights into actionable advice that supports clients’ wealth goals
Organize exclusive client events to enhance engagement and deliver valuable market perspectives
Ensure full compliance with KYC/AML, regulatory, and internal policies

What we offer

Extensive on-the-job training and exposure to senior leaders
Volunteerism opportunities
Global network support

Fulltime

Citigold Relationship Banker

The Citigold Client Advisor is a trusted partner to emerging affluent and high-n...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

2 to 4+ years of experience in wealth management or a related field, serving affluent and high-net-worth clients in Singapore
Strong local market knowledge and experience advising clients with wealth, retirement and legacy planning needs
Demonstrated success in business development, client acquisition, and relationship deepening
Robust understanding of investment products, wealth strategies, and financial planning tools
Excellent interpersonal, analytical, and communication skills
Ability to work both independently and as part of a collaborative team
Mandatory certifications required for advising on financial products in Singapore
Willingness to travel locally for client engagement when necessary
Bachelor’s degree from an accredited institution

Job Responsibility

Comprehensive Wealth Planning: Design and implement tailored financial strategies that include investment management, retirement planning, legacy and estate planning, tax optimization, and risk mitigation
Client Engagement & Relationship Management: Cultivate deep, long-term relationships with emerging affluent and high-net-worth individuals. Serve as their primary advisor by understanding life goals, financial needs, and generational aspirations
Business Development & Portfolio Growth: Drive portfolio expansion through proactive prospecting, referrals, and leveraging Citi’s global platform. Conduct regular reviews to ensure client strategies evolve with changing needs
Collaboration & Specialist Coordination: Partner with internal specialists (Bancassurance Specialists, Investment Consultants, Treasury Specialists) to deliver integrated, end-to-end financial solutions
Market Insights & Advisory: Stay current with market trends, investment opportunities, and regulatory changes. Translate insights into actionable advice that supports clients’ wealth goals
Client Events & Education: Organize exclusive client events to enhance engagement and deliver valuable market perspectives
Governance, Risk & Compliance: Ensure full compliance with KYC/AML, regulatory, and internal policies. Exhibit sound judgment in managing ethical standards and risk controls while safeguarding Citi and client interests

Fulltime

Personal Banker

The Personal Banker is an entry level position responsible for the assistance in...

Location

Mexico , Tlalixtac de Cabrera

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

2-4 years of relevant experience
Banking, retail or other related sales and service experience preferred
Register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities
Demonstrated ability to develop and execute a sales plan
Proficient computer skills
Demonstrated ability to engage in outbound sales activities and acquire new business
High School diploma or equivalent

Job Responsibility

Leverage Citi's customer leads and other lead generation techniques (e.g., referrals, phone and community outreach) to identify new prospects and cross-selling opportunities with current clients
Discuss background/needs of prospect, clearly communicate potential solutions and promote/sell financial products such as account, credit cards, insurance, personal loans, investments
Execute integrated sales, relationship, credit strategies and outbound sales activities (e.g., phone out-reach, community events) or conduct client visits
Cultivate partnerships with segment partners (e.g. Commercial and Small Business, Home Lending, Citigold) to obtain and provide referrals
On-board, resolve service issues and schedule periodic check-points with clients to provide value-added services
Understand and adhere to operational controls to ensure the safety and security of assets
Coach tellers and staff on products/special programs, identifying client needs, and providing appropriate referrals
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.

Fulltime

New

Paralegal - Clinical Risk

DAC Beachcroft is looking to recruit a Paralegal to join our Clinical Risk team....

Location

United Kingdom , Leeds

Salary:

Not provided

DAC Beachcroft

Expiration Date

Until further notice

Requirements

Previous clinical negligence experience would be highly desirable but is not essential
Strong academic qualifications
Practical and enthusiastic
Strong sense of team
Desire to learn
Ability to understand and work through complex issues
Demonstrable ability to adopt a commercial perspective rather than an ‘academic’ approach to legal issues
Highly client-focused
Ability to deal confidently and professionally with clients on day-to-day issues, building up strong relationships

Job Responsibility

Managing a pre-litigated caseload of clinical negligence claims and Inquest matters of varying complexity and value
Managing the cases in accordance with client protocols including data protection, billing and administrative oversight and running the files in accordance with internal and external KPIs
Working collaboratively within the team to consistently deliver and uphold excellent service standards
Making an appropriate contribution to non-fee-earning activity e.g. knowledge sharing, training, client seminars and business development

What we offer

Flexible working with our Flex Forward scheme

Fulltime

New

Customer Service Representative

We are looking for a dedicated and detail-oriented Customer Service Representati...

Location

United States , Tampa

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Previous experience in a call center or customer service role
Strong communication skills, both verbal and written
Proficiency in handling order entry tasks
Ability to manage inbound and outbound calls efficiently
Exceptional problem-solving skills and a customer-first mindset
Familiarity with customer service tools and software
Ability to work collaboratively in a team environment
High level of attention to detail and organizational skills

Job Responsibility

Provide exceptional customer service by responding to inbound calls and addressing inquiries promptly
Handle order entry tasks with accuracy and attention to detail
Resolve customer concerns and complaints, ensuring a positive experience
Manage both inbound and outbound communication with customers effectively
Collaborate with other team members to maintain high service standards
Maintain detailed records of customer interactions and transactions
Assist customers with product or service-related issues, offering solutions tailored to their needs
Stay up-to-date with company policies and procedures to provide accurate information
Contribute to the improvement of customer service processes by offering feedback and suggestions

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

New

Junior Mixologist

A unique opportunity to join the W Verbier team. As a junior mixologist you will...

Location

Switzerland , Verbier

Salary:

Not provided

Marriott Bonvoy

Expiration Date

Until further notice

Requirements

Outgoing, cheerful, sociable, attentive, and passionate
Fluent in French and English
Comfortable working in a dynamic and international environment
Excellent presentation aligned with the W brand image
Mixology training and/or at least 1 year of bar experience
Highly motivated with a strong team spirit
Strong attention to detail and a genuine desire to deliver a memorable guest experience
Genuine interest in the brand values: taking a stance, music, performance, taste, and body

Job Responsibility

Support the bar team during service
Assist with taking orders and clearing tables
Serve guests with enthusiasm, professionalism, precision, and passion
Prepare classic cocktails as well as W signature creations
Combine flavours, textures, and aromas to craft bold, modern, and memorable cocktails
Spark the curiosity of our guests across our different venues: Living Room, La Plage, W Off Piste, and U-Yama

Fulltime

New

Merchandiser

Our Head Office department is in the heart of Piccadilly and occupies the 5th & ...

Location

United Kingdom , London

Salary:

Not provided

Fortnum & Mason

Expiration Date

Until further notice

Requirements

2+ years at a Merchandiser or Planner level preferably within Grocery, FMCG, or Perishables
Strong Excel skills comfortable with LOOKUPs, Pivot Tables, and complex data modelling
The ability to make split-second decisions and manage multiple deadlines
A deep understanding of margins, markdowns, and the financial impact of wastage

Job Responsibility

Strategic Demand & Inventory Management: Expertly manage and optimise the AI replenishment tool (RELEX) to drive accurate forecasting, ordering, and store-level replenishment
Deliver on availability and wastage KPIs by adjusting buy quantities based on seasonality, historical performance, and holiday peaks
Conduct category and campaign wash-ups providing data-backed recommendations on range architecture and future growth opportunities
Partner with in-house Chefs to manage made in house products, overseeing lead time requirements, and demand forecasts
Financial Planning & Analysis: Deliver comprehensive weekly reports on sales and margin performance, utilising WSSI to identify trends and mitigate risks
Manage the financial health of both All-Year-Round (AYR) products and seasonal campaigns, ensuring stock levels align with financial targets
Partner with the Buying team to execute strategic markdown plans, protecting margins while clearing seasonal or short-life inventory
Cross-Functional Collaboration: Develop strong collaborative partnerships with Buying, Branch Merchandising, Retail, Online, Marketing, Logistics, and Warehouse to ensure a unified, joined-up approach to the end-to-end product lifecycle and inventory flow
Collaborate closely with Buying to refine the product mix, ensuring the assortment meets customer demand for both core and campaign ranges
Partner closely with Branch Merchandising to refine in-store ranging and launch timings

What we offer

A generous store and restaurant discount of up to 40%
25 days holidays (excluded bank holidays) and an extra day off for your birthday
A fantastic subsidised staff restaurant which uses Fortnum’s ingredients
A range of opportunities to develop and grow personally and professionally
Excellent pension scheme

Fulltime

Citigold Relationship Banker

Citi

Location:
Mexico , Guadalajara

Category:
Banking

Contract Type:
Employment contract

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
November 21, 2025

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