Banamex - Banquero De Apoyo Patrimonial - Villa Hermosa

Citi Handlowy

Not specified
Client account management
Asset allocation review
Kyc/aml compliance adherence
Citi Handlowy is seeking a Citigold Relationship Banker in Villa Hermosa, responsible for managing client accounts, enhancing customer relationships, and ensuring compliance with regulations. The ideal candidate should have 0-2 years of relevant experience, possess strong relationship management skills, and hold a bachelor's degree

Job Summary

  • The role involves reviewing customer needs and asset allocation to proactively engage clients and validate their understanding.
  • Employees must ensure strict adherence to KYC/AML compliance norms while assessing risk in business decisions.
  • The position requires acquiring new CitiGold customers by converting referral leads and selling tailored fee-based products.

Matching Summary

Match Score: 75

Citi Handlowy is seeking a Citigold Relationship Banker in Villa Hermosa, responsible for managing client accounts, enhancing customer relationships, and ensuring compliance with regulations. The ideal candidate should have 0-2 years of relevant experience, possess strong relationship management skills, and hold a bachelor's degree.

Skills & Requirements

Must-have

  • Client account management
  • Asset allocation review
  • KYC/AML compliance adherence
  • Financial planning skills
  • Risk profiling capabilities

Nice-to-have

  • Proactive customer engagement
  • Event organization experience
  • Referral lead conversion
  • Exceptional client service mindset

Key Requirements

  • 0-2 years relevant experience
  • Bachelor's degree or equivalent
  • AMIB figura 3 certification (desirable)

Work Rights

Not specified

Tailored Resume

Cover Letter