Banamex - Banquero De Apoyo Patrimonial Querétaro

Citi Handlowy

Querétaro, Mexico
Not specified
Client account management
Asset allocation review
Financial planning and risk profiling
Citi Handlowy is seeking a Citigold Relationship Banker in Querétaro, Mexico, to manage client accounts, assess customer needs, and enhance relationships through tailored financial products. The ideal candidate should have 0-2 years of relevant experience, possess strong relationship management skills, and adhere to compliance norms

Job Summary

  • The role involves reviewing customer needs and asset allocation while proactively engaging clients to validate their understanding.
  • Employees are expected to ensure strict adherence to KYC/AML compliance norms and safeguard the firm's reputation through ethical judgment.
  • Success is measured by specific metrics related to fulfilling client necessities and providing an exceptional client experience.

Matching Summary

Match Score: 75

Citi Handlowy is seeking a Citigold Relationship Banker in Querétaro, Mexico, to manage client accounts, assess customer needs, and enhance relationships through tailored financial products. The ideal candidate should have 0-2 years of relevant experience, possess strong relationship management skills, and adhere to compliance norms.

Skills & Requirements

Must-have

  • Client account management
  • Asset allocation review
  • Financial planning and risk profiling
  • Customer engagement and bonding
  • KYC/AML compliance adherence

Nice-to-have

  • Ability to prioritize tasks effectively
  • Internal and external relationship management
  • Exceptional client experience delivery
  • Proactive customer needs validation

Key Requirements

  • 0-2 years relevant experience
  • Bachelor's degree or equivalent
  • Certificación Amib figura 3 (desirable)
  • Mandatory certifications for selling financial products

Work Rights

Not specified

Tailored Resume

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