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Citi Handlowy is seeking a Citigold Relationship Banker for its Morelia location, targeting candidates with 0-2 years of experience in financial services. The role focuses on client account management, compliance, and enhancing customer relationships while adhering to regulatory standards.
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Job Summary
The role involves reviewing customer needs and asset allocation while proactively engaging clients to validate understanding.
Employees must ensure strict adherence to KYC/AML compliance norms and assess risk when making business decisions.
The position requires acquiring new CitiGold customers by converting referral leads and selling tailored fee-based products.
Matching Summary
Match Score: 75
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Citi Handlowy is seeking a Citigold Relationship Banker for its Morelia location, targeting candidates with 0-2 years of experience in financial services. The role focuses on client account management, compliance, and enhancing customer relationships while adhering to regulatory standards.
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Skills & Requirements
Must-have
Client account management and needs assessment
Asset allocation and financial planning expertise
Strict adherence to KYC/AML compliance norms
Risk profiling and business decision making
Internal and external relationship management
Nice-to-have
Proactive customer engagement and bonding events
Ability to prioritize tasks effectively
Exceptional client experience delivery
Knowledge of investment products
Team collaboration skills
Key Requirements
Bachelor's degree or equivalent experience
0-2 years relevant experience
Mandatory certifications for selling financial products