Banamex - Banquero De Apoyo - Banca Patrimonial Lilas
Citi Handlowy
Not specified
Client account management and engagement
Asset allocation and needs analysis
Kyc/aml compliance adherence
The Citigold Relationship Banker role at Citi Handlowy is a developing professional position focused on client account management within the wealth management sector. The role involves analyzing customer needs, managing relationships, and ensuring compliance with financial regulations while enhancing customer experiences
Job Summary
The role involves reviewing customer needs and asset allocation to proactively engage with CitiGold clients.
Employees must ensure strict adherence to KYC/AML compliance norms while safeguarding the firm's reputation.
Success is measured by specific metrics related to fulfilling client necessities and providing an exceptional client experience.
Matching Summary
Match Score: 75
The Citigold Relationship Banker role at Citi Handlowy is a developing professional position focused on client account management within the wealth management sector. The role involves analyzing customer needs, managing relationships, and ensuring compliance with financial regulations while enhancing customer experiences.
Skills & Requirements
Must-have
Client account management and engagement
Asset allocation and needs analysis
KYC/AML compliance adherence
Financial planning and risk profiling
Multi-tasking capability
Nice-to-have
Proactive customer relationship building
Event organization skills
Referral lead conversion experience
Exceptional client service mindset
Key Requirements
0-2 years relevant experience
Bachelor's degree or equivalent
AMIB 3 certification (desirable)
Mandatory certifications for selling financial products