*responsibilities*:
- communicate daily market update and trading strategic plan for clients and individual sales staff.
- provide guidance to customers by identifying financial gaps in their current wealth or asset allocation and to introduce suitable products.
- communication on banking (fx, insurance, etc) products through daily interactions.
- enhance product knowledge and sales technique to branch colleagues on particular products by regular market update and technical analysis.
- work with branch managers to set plan to meet financial commitment.
- responsible for driving bankers to meet team goals.
- strictly abide by the requirements of compliance & internal control on sales activities.
- maintain and manage good relationships with customers and to ensure customers have a consistent and superior banking experience.
*qualifications*:
- previous banking experience preferred
*education*:
- bachelor’s/university degree or equivalent experience
*requisitos indispensables*:
- responsable
- indispensable manejo de bases de datos (access - generación de consultas)
- nível intermedio - avanzado de excel (tablas dinámicas, macros, dashboards)
- experiência en elaboración de presentaciones para la presentación de resultados
- multi task para llevar simultáneamente varios proyectos
- con enfoque en resultados
- creativo, innovador
- alto nível de organización*job family group*:
consumer sales
- *job family*:
consumer product sales
- *time type*:
full time
- citi is an equal opportunity and affirmative action employer.
qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
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view the *eeo policy statement*.
view the *pay transparency posting