Banamex - Banquero De Apoyo Patrimonial Querétaro

Workforcity

Querétaro, Mexico
Not specified
Client relationship management
Kyc/aml compliance
Financial planning skills
The position for a Citigold Relationship Banker at Workforcity in Querétaro, Mexico, seeks a developing professional to manage client accounts and enhance customer relationships while ensuring compliance with regulations. The role emphasizes client engagement, financial planning, and product penetration, requiring a bachelor's degree and 0-2 years of relevant experience

Job Summary

  • The Citigold Relationship Banker plays a crucial role in managing client accounts and ensuring compliance with financial regulations. This position involves advising clients on asset allocation and enhancing product penetration through tailored solutions. The role requires a strong commitment to providing exceptional client experiences while adhering to compliance norms and risk management practices.

Matching Summary

Match Score: 75

The position for a Citigold Relationship Banker at Workforcity in Querétaro, Mexico, seeks a developing professional to manage client accounts and enhance customer relationships while ensuring compliance with regulations. The role emphasizes client engagement, financial planning, and product penetration, requiring a bachelor's degree and 0-2 years of relevant experience.

Skills & Requirements

Must-have

  • Client relationship management
  • KYC/AML compliance
  • Financial planning skills

Nice-to-have

  • Proactive customer engagement
  • Event organization skills
  • Ability to mobilize funds

Key Requirements

  • 0-2 years relevant experience
  • Bachelor's/University degree or equivalent experience
  • Certificación Amib figura 3 (desirable)

Work Rights

Not specified

Tailored Resume

Cover Letter