Banquero de Apoyo Oficina Cumbres, Citi

Citi

Ubicación:
Mexico, Monterrey

Categoría:
Banca

Tipo de contrato:
Contrato de trabajo

Salario:

No proporcionado

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Descripción del trabajo:

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. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team.

Responsabilidades:

Client Account Management
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/services
Review product penetration for the assigned client base
Identify potential CG customers who can be sold tailored products
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 that KYC/AML and other compliance norms are strictly adhered to
Fulfilling the clients' necessities while providing an exceptional client experience
Appropriately assess risk when business decisions are made
Demonstrating particular consideration for the firm's reputation and safeguarding Citigroup
Driving compliance with applicable laws, rules and regulations
Adhering to Policy
Applying sound ethical judgment regarding personal behavior, conduct and business practices
Escalating, managing and reporting control issues with transparency

Requisitos:

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
Certificación AMIB 3
Inglés: Intermedio-avanzado

Información adicional:

Oferta publicada:
23 de octubre de 2025

Tipo de empleo:

Tiempo completo

Tipo de trabajo:

Trabajo presencial

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Banquero de Apoyo Oficina Cumbres