Job title and company join to apply for the banamex- banquero de apoyo - c10 - cuernavaca role at banamex job overview the citigold relationship banker is a developing professional role that applies specialty area knowledge in monitoring, assessing, analyzing, and evaluating processes and data. The role identifies policy gaps, formulates policies, interprets data, makes recommendations, and researches factual information. It integrates industry practices and standards, has limited direct impact on the business through the quality of the tasks/services provided, and its impact is restricted to its own team. Responsibilities client account management review cg customer needs and asset allocation; proactively engage with the customer to validate the understanding of the needs. Advise cg customers to enrich relationships by mobilizing additional funds and selling fee‑based products/services based on current and future customer needs. Review product penetration for the assigned client base, identify potential cg customers for tailored products to enhance 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 by converting referral leads. Ensure that kyc/aml and other compliance norms are strictly adhered to. Provide an exceptional client experience; performance will be measured by specific metrics. Assess risk appropriately when making business decisions; demonstrate ethical judgment in conduct and business practices; manage and report control issues transparently. Qualifications 0–2 years of relevant experience. Ability to manage internal and external relationships; ability to prioritize. Mandatory certifications as required for selling financial products. Education bachelor’s/university degree or equivalent experience. Requisitos licenciatura concluida. Experiencia mínima de 6 meses en sector financiero. Conocimiento en mercados, inversiones, derivados y notas estructuradas. Preferentemente con certificación amib fig 3. Habilidades: trabajo en equipo, comunicación efectiva, trabajo bajo objetivos, análisis de información. Job family group private client coverage job family relationship banker time type full time citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation, please visit accessibility at citi. View citi’s eeo policy statement and the know your rights poster. Referrals increase your chances of interviewing at banamex by 2x. Get notified about new banker jobs in cuernavaca, morelos, mexico. We’re unlocking community knowledge in a new way. Experts add insights directly to each article, started with the help of ai. J-18808-ljbffr