Banquero En Entrenamiento Patrimonial Aguascalientes

Banquero En Entrenamiento Patrimonial Aguascalientes
Empresa:

Citi


Detalles de la oferta

**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**:

- Previous relevant experience preferred
- Ability to manage relationships both internal and external; Ability to multi-task
- Mandatory certifications as required for selling financial products

**Education**:

- High School diploma or equivalent

Recién Egresado de las Carreras de Economía, Finanzas, Administracion gusto por atención a clientes, facilidad de palabra. Vacante Temporal por 6 meses
- **Job Family Group**:
Private Client Coverage
- **Job Family**:
Relationship Banker
- **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.

View the "**EEO is the Law**" poster. View the **EEO is the Law Supplement**.

View the **EEO Policy Statement**.

View the **Pay Transparency Posting


Fuente: Whatjobs_Ppc

Requisitos

Banquero En Entrenamiento Patrimonial Aguascalientes
Empresa:

Citi


Agente De Seguros Independiente Axa

¿Estás listo para EMPRENDER y unirte a un equipo dinámico y alcanzar nuevos niveles de éxito profesional? Como Agente de Seguros, tendrás la emocionante opor...


Desde Grupo Gya - Aguascalientes

Publicado 12 days ago

Empleado General

DISPONIBILIDAD DE HORARIO EDAD 25 A 40 AÑOS TRABAJO BAJO PRESION Tipo de puesto: Tiempo completo Salario: A partir de $2,200.00 a la semana Horario: - ...


Desde Ecoverde - Ecoconstruye - Concretos Cruzazul- Glc - Aguascalientes

Publicado 12 days ago

Garantías-Chirey

Requisitos - Licenciatura económico - administrativa o afín. - Vivir cerca de Chirey Aguascalientes - Organizada y responsable. Actividades generales: - Ge...


Desde Grupo Ismo Motors - Aguascalientes

Publicado 12 days ago

Internal Fleet Analyst

**Key Responsibilities**: - Integral administration of drivers travel expenses. - Validation of operation trips. - Fleet usage controller (Number of trip pe...


Desde Nissan - Aguascalientes

Publicado 12 days ago

Built at: 2024-09-17T10:04:34.827Z