Banamex - Banquero de Apoyo Patrimonial Gdl Andares

Citigroup

Zapopan, Jalisco, Mexico
**
Manage internal and external client relationships
Prioritize tasks in fast-paced environment
Sell fee-based financial products and services
** Citi is seeking a Citigold Relationship Banker for its Zapopan, Jalisco location. The role involves managing client accounts, ensuring compliance with regulations, and enhancing customer relationships while adhering to the company's standards. **

Job Summary

  • This developing professional role involves monitoring, assessing, and analyzing data to identify policy gaps and formulate recommendations.
  • The incumbent is responsible for reviewing customer needs, advising on asset allocation, and selling tailored financial products to enrich client relationships.
  • Employees must strictly adhere to KYC/AML norms while ensuring an exceptional client experience measured by specific metrics.

Matching Summary

Match Score: 75

** Citi is seeking a Citigold Relationship Banker for its Zapopan, Jalisco location. The role involves managing client accounts, ensuring compliance with regulations, and enhancing customer relationships while adhering to the company's standards. **

Skills & Requirements

Must-have

  • Manage internal and external client relationships
  • Prioritize tasks in fast-paced environment
  • Sell fee-based financial products and services
  • Conduct KYC/AML compliance checks
  • Perform risk profiling and financial planning

Nice-to-have

  • Proactive customer engagement skills
  • Ability to organize customer bonding events
  • Strong ethical judgment in business practices
  • Experience converting referral leads
  • Understanding of industry standards and policies

Key Requirements

  • Bachelor's degree or equivalent experience
  • 0-2 years relevant experience
  • Certificación AMIB Figura III (desirable)

Work Rights

Not specified

Tailored Resume

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