Banamex - Banquero De Apoyo - Oficina Patrimonial Culiacan

Publix Serving (Civica)

Culiacan, Sinaloa, Mexico
Client account management and engagement
Asset allocation and financial planning
Kyc/aml compliance adherence
The role involves reviewing customer needs and asset allocation to proactively engage with CitiGold clients

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 norms while assessing risk in business decisions.
  • Success is measured by specific metrics related to fulfilling client necessities and providing an exceptional experience.

Matching Summary

The role involves reviewing customer needs and asset allocation to proactively engage with CitiGold clients.

Skills & Requirements

Must-have

  • Client account management and engagement
  • Asset allocation and financial planning
  • KYC/AML compliance adherence
  • Risk profiling and assessment
  • Sales of fee-based financial products

Nice-to-have

  • Proactive customer relationship building
  • Event organization for client bonding
  • Referral lead conversion skills
  • Exceptional client experience delivery

Key Requirements

  • Bachelor's degree or equivalent experience
  • 0-2 years relevant experience
  • Mandatory certifications for selling financial products
  • AMIB Figure III certification (Desirable)

Work Rights

Not specified

Tailored Resume

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