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Citigold Relationship Banker

Mexico, Guadalajara Employment contract · Job Posted November 21, 2025
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Job Description

The Citigold Relationship Banker 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

  • Client Account Management
  • Review CG customer needs and asset allocation
  • Advise CG customers to enrich relationships by mobilizing additional funds and selling fee-based products
  • Review product penetration for assigned client base
  • 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 KYC/AML and other compliance norms are strictly adhered to
  • Assess risk when making business decisions
  • Drive compliance with applicable laws, rules and regulations

Requirements

  • 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

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