Citigold Relationship Banker, Citi

Citi

Location:
Mexico, Guadalajara

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

Save Job

Apply Position

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

Additional Information:

Job Posted:
November 21, 2025

Employment Type:

Fulltime

Work Type:

On-site work

View All Jobs In This Company

Job Link Share:

Welcome to CrawlJobs.com –
Your Global Job Discovery Platform

At CrawlJobs.com, we simplify finding your next career opportunity by bringing job listings directly to you from all corners of the web. Using cutting-edge AI and web-crawling technologies, we gather and curate job offers from various sources across the globe, ensuring you have access to the most up-to-date job listings in one place.

Citigold Relationship Banker