The Citigold Relationship Banker is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Requires attention to detail when making judgments and recommendations based on the analysis of factual information. Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and results. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.
**Responsibilities**:
- Client Account Management
- Review CG customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of the needs.
- Advise CG customers to enrich the relationships by mobilizing additional funds and sell other fee based products/services based on the current and future customer needs.
- Review product penetration for the assigned client base, identify potential CG customers who can be sold tailored products to enhance product penetration
- Ensure coverage of all relationships through customer engagements, risk profiling and
- financial planning.
- Organize CG customer events to enhance customer bonding.
- Acquire new CitiGold customers through converting referral leads.
- Compliance, Risk & Controls
- Ensure that KYC/AML and other compliance norms are strictly adhered to.
- Fulfilling the clients’ necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.
Qualifications:
- 2-5 years relevant experience
- Ability to manage relationships both internal and external; Ability to prioritize
- Mandatory certifications as required for selling financial products
**Education**:
- Bachelor's/University degree or equivalent experience
Lic. Económico
- Administrativo, Mercadotecnia, etc.
Certificación AMIB 3 Indispensable
Excel intermedio
Experiência en atención al cliente
Experiência en inversiones.Job Family Group:
Private Client Coverage
- **Job Family**:
Relationship Banker
- Time Type:
Full time
- Most Relevant Skills
Please see the requirements listed above.
- Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
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