Banamex - Banquero de Apoyo Puebla

The Citigold Relationship Banker is a developing professional role that applies specialty area knowledge in monitoring, assessing, and evaluating processes and data. The role identifies policy gaps, formulates policies, interprets data, and makes recommendations. It also researches and interprets factual information, identifies inconsistencies, defines business issues, and formulates recommendations on policies, procedures or practices. The candidate integrates disciplinary knowledge with industry practices, working with a team to accomplish objectives and delivering quality tasks/services.

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 selling other fee‑based products/services based on current and future customer needs.
• Review ...