BANAMEX - Banquero de apoyo - Banca Patrimonial Lilas
Citigroup
Ciudad De Mexico, Ciudad De Mexico, Mexico
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Manage internal and external client relationships
Multi-task in a fast-paced environment
Sell fee-based financial products and services
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Citi is seeking a Banquero de apoyo (Relationship Banker) for its Private Client Coverage group in Mexico City, where the successful candidate will manage client accounts, enhance customer relationships, and ensure compliance with financial regulations. This role is ideal for individuals with 0-2 years of relevant experience who are eager to grow within a global banking environment.
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Job Summary
This role involves monitoring, assessing, and analyzing data to formulate recommendations on policies and procedures.
The incumbent will advise Citigold customers on asset allocation and mobilize additional funds to enrich relationships.
Employees are expected to strictly adhere to KYC/AML compliance norms while providing an exceptional client experience.
Matching Summary
Match Score: 75
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Citi is seeking a Banquero de apoyo (Relationship Banker) for its Private Client Coverage group in Mexico City, where the successful candidate will manage client accounts, enhance customer relationships, and ensure compliance with financial regulations. This role is ideal for individuals with 0-2 years of relevant experience who are eager to grow within a global banking environment.
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Skills & Requirements
Must-have
Manage internal and external client relationships
Multi-task in a fast-paced environment
Sell fee-based financial products and services
Nice-to-have
Proactive customer engagement skills
Ability to identify business issues
Strong ethical judgment in compliance
Key Requirements
Bachelor's degree or equivalent experience
0-2 years of relevant experience
Mandatory certifications for selling financial products