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Associate Banker Senior - C12 - Ciudad De Mexico

Detalles de la oferta

.The Associate Banker Senior is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.Responsibilities:Provide complete service support to client, including solving complex client inquiries.Provide day to day support to Banker on documentation such as account opening and closing, loan disbursals, etc.Organize the pre-call planning for client/prospect meetings, maintain all client call records including call reports.Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients.Deepen existing client relationships through deep-dive analysis.Create sales and marketing strategies designed to generate revenue growth and acquire new target clients, with a focus on Investments.Conduct new client/prospect research, generate leads, and coordinate client events.Provide accurate and timely revenue tracking and deal pipeline reports to the Banker.Ensure appropriate documentation related to KYC/AML from the client is completed and updated.Assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and compliance with applicable laws, rules and regulations.Qualifications:5-8 years of experience.Knowledge of investments is required; banking and credit products desirable.Ability to manage relationships both internal and external; Ability to multi-task.Full bilingual in English/Spanish.Education:Bachelor's/University degree or equivalent experience.Job Family Group: Private Client CoverageJob Family: Private Banker SupportTime Type: Full timeCiti is an equal opportunity and affirmative action employer


Salario Nominal: A convenir

Fuente: Jobtome_Ppc

Requisitos

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