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.
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy,



applying sound ethical judgement regarding personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications
- Previous banking experience preferred

Education
- Bachelor's/University degree or equivalent experience

100% disponibilidad para viajar

Gusto por el servicio al cliente

Job Family Group

Consumer Sales

Job Family

Consumer Product Sales

Time Type

Full time

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

If

📌 Banamex Especialista en servicio y apertura de cuentas nomina (Guadalajara)
🏢 Citi
📍 Guadalajara