Citigold Relationship Banker

• 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
• participar en la preparacion de propuestas de inversión, créditos o productos patrimoniales
• dar seguimiento a oportunidades comerciales y coordinar citas o reuniones con clientes
• elaborar reportes y presentaciones para clientes o comites
• atender solicitudes y requerimientos operativos, garantizando un servicio agil y de calidad

• 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

certificación AMIB Figura 3