Banamex - Banquero Asociado Banca Privada Zona Esmeralda CDMX
Citi(29 days ago)
About this role
The Citigold Relationship Banker is a developing professional role within private client coverage focused on managing and deepening relationships with high-net-worth customers. The role involves assessing client needs, advising on asset allocation and tailored financial products, and converting referral leads to grow the client base. The position also requires adherence to compliance and risk controls while delivering an exceptional client experience.
Required Skills
- Client Management
- Asset Allocation
- Customer Engagement
- Financial Planning
- Event Organization
- Lead Conversion
- KYC/AML
- Risk Assessment
- Relationship Building
- Product Penetration
Qualifications
- Bachelor's Degree
- Figura 3 AMIB
- Certifications for Selling Financial Products
About Citi
citi.comCitibank offers multiple banking services that help you find the right credit cards, open a bank account for checking, & savings, or apply for mortgage & personal loans.
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