Banamex Banquero (a) De Apoyo - Banca Patrimonial Chihuahua

Publix Serving (Civica)

Chihuahua, Mexico
Not specified; not specified; not specified
Client account management and engagement
Asset allocation and needs assessment
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 compliance norms while assessing risk in business decisions.
  • The position requires acquiring new customers by converting referral leads and selling tailored financial products.

Matching Summary

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

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Client account management and engagement
  • Asset allocation and needs assessment
  • KYC/AML compliance adherence
  • Financial planning and risk profiling
  • Internal and external relationship management

Nice-to-have

  • Proactive customer engagement skills
  • Exceptional client experience delivery
  • Event organization capabilities
  • Strong ethical judgment in business practices

Key Requirements

  • Bachelor's degree or equivalent experience
  • 0-2 years relevant experience
  • Mandatory certifications for selling financial products
  • AMIB 3 certification (Desirable)

Work Rights

Not specified

Tailored Resume

Cover Letter