BANAMEX - Banquero de Apoyo Patrimonial - VILLA HERMOSA

Citigroup

Villahermosa, Tabasco, Mexico
Not specified; not specified; global benefits offe...
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Manage internal and external client relationships
Prioritize tasks in fast-paced environment
Adhere to kyc/aml compliance norms
** Citigroup is seeking a Citigold Relationship Banker in Villahermosa, Mexico, to manage client relationships and provide tailored financial advice. The role requires a candidate with 0-2 years of relevant experience and a strong focus on compliance and customer engagement. **

Job Summary

  • This developing professional role involves monitoring, assessing, and analyzing data to identify policy gaps and formulate recommendations.
  • The position requires proactively engaging with Citigold customers to validate needs, advise on asset allocation, and sell tailored financial products.
  • Employees must strictly adhere to KYC/AML compliance norms while ensuring an exceptional client experience measured by specific metrics.

Matching Summary

Match Score: 75

** Citigroup is seeking a Citigold Relationship Banker in Villahermosa, Mexico, to manage client relationships and provide tailored financial advice. The role requires a candidate with 0-2 years of relevant experience and a strong focus on compliance and customer engagement. **

Salary

Not specified; Not specified; Global benefits offered

Skills & Requirements

Must-have

  • Manage internal and external client relationships
  • Prioritize tasks in fast-paced environment
  • Adhere to KYC/AML compliance norms
  • Assess business risks and control issues
  • Sell fee-based financial products

Nice-to-have

  • Ability to mobilize additional funds
  • Organize customer bonding events
  • Convert referral leads into new customers
  • Demonstrate exceptional client experience
  • Apply sound ethical judgment

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter