Banquero Priority Trainee Tijuana

Detalles de la oferta

**Responsibilities**:- Client Account Management- Review CPC customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of the needs.- Advise CPC 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 CPC 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 CPC customer events to enhance customer bonding.- Acquire new CPC 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**Education**:- High School diploma or equivalentCertificación AMIB 3- **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


Salario Nominal: A convenir

Fuente: Jobtome_Ppc

Requisitos

Lic. En Psicología

**¡¡¡POR EXPANSIÓN PSICOLOGÍA INFANTIL PIAGET!!!****SOLICITA****LIC. PSICOLOGÍA / LIC. PSICOLOGÍA EDUCATIVA**- Indispensable el buen manejo, paciencia, respe...


Psicología Infantil Piaget - Baja California

Publicado 5 days ago

Maestra De Preescolar

El Colegio Oakland responde a los cambios del mundo, preparando a los alumnos de una manera integral con conocimientos y valores que permitan adaptarse y sob...


Colegio Oakland - Baja California

Publicado 5 days ago

Gerente De Recursos Humanos

Supervisa planifica, coordina y dirige las funciones administrativas y operativas del departamento de recursos humanos.1 selecciona y contrata personal2 trmi...


Natioanl Autoparts Mexico - Baja California

Publicado 5 days ago

Gerente De Ventas

Objetivo:Generar oportunidades de negocio a través de la comercialización, así como desarrollar estrategias de venta para asegurar el cumplimiento de los obj...


Coliman Frutas Finas S De R.L De C.V - Baja California

Publicado 5 days ago

Built at: 2025-01-14T17:11:03.647Z