Citigold Relationship Banker, Citi

Citigold Relationship Banker

Citi

Location:
Mexico, Ciudad De Mexico

Category:
Banking

Contract Type:
Not provided

Salary:

Not provided

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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, 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 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
compliance, risk & controls
ensure that KYC/AML and other compliance norms are strictly adhered to
fulfill the clients’ necessities while providing an exceptional client experience measured by specific metrics
appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets

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

Additional Information:

Job Posted:
May 23, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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