Banamex Citigold Relationship Banker - Ciudad De Mexico
Workforcity
Ciudad De Mexico, Mexico
Not specified
Client account management
Mobilizing additional funds
Selling fee based products
The Citigold Relationship Banker position at Workforcity in Ciudad De Mexico seeks a developing professional to manage client relationships, ensure compliance, and enhance customer engagement. The role requires strong relationship management skills and a foundational knowledge of financial products, with a focus on delivering exceptional client experiences
Job Summary
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.
Ensure that KYC/AML and other compliance norms are strictly adhered to.
Matching Summary
Match Score: 75
The Citigold Relationship Banker position at Workforcity in Ciudad De Mexico seeks a developing professional to manage client relationships, ensure compliance, and enhance customer engagement. The role requires strong relationship management skills and a foundational knowledge of financial products, with a focus on delivering exceptional client experiences.
Skills & Requirements
Must-have
Client Account Management
Mobilizing additional funds
Selling fee based products
Risk profiling
Financial planning
Acquire new customers
Nice-to-have
Exceptional client experience
Sound ethical judgment
Team interaction
Key Requirements
0-2 years relevant experience
Ability to manage relationships
Ability to prioritize
Mandatory certifications for selling financial products
Bachelor's/University degree or equivalent experience