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Relationship Banker

https://www.citi.com/ Logo

Citi

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Location:
Mexico, Ciudad De Mexico

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Category:
Finance

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Contract Type:
Employment contract

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Salary:

Not provided

Job Description:

The CPC Relationship Banker is a developing professional role focused on client account management, acquiring new clients, ensuring compliance, and advancing fee-based services.

Job Responsibility:

  • Client Account Management
  • Review CPC customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of the needs
  • Advise CPC customers to enrich the relationships by mobilizing additional funds and sell other fee-based products/services based on the current and future customer needs
  • Review product penetration for the assigned client base, identify potential CPC 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 CPC customer events to enhance customer bonding
  • Acquire new CPC customers through converting referral leads
  • Compliance, Risk & Controls
  • Ensure that KYC/AML and other compliance norms are strictly adhered to
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets

Requirements:

  • 0-2 years relevant experience
  • Bachelor's/University degree or equivalent experience
What we offer:

Global benefits

Additional Information:

Job Posted:
June 10, 2025

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:
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