Banquero Privada División Norte
Citigroup Inc
Canada, Torreón
hace 9 días

Requirements :

  • Degree completed in : Finance, Economics, Administration, Accounting or Engineering. Desirable mastery
  • Advanced English level.
  • Experience of 2 years as a banker or in the area of promotion.
  • Interest in providing financial advice.
  • Have Level 3 certification (AMIB).
  • Objectives of the position :

  • Form its own portfolio of clients by attracting prospects to the Equity Banking, in order to increase the customer base and ensure its permanence and profitability through adequate product diversification.
  • Deepen the relationship with its clients, in order to know their short, medium and long term financial needs, in order to offer integral solutions, in order to create loyalty and long-
  • term relationships with the client.

  • Be in line with the institutional and office strategy, regarding market signals and rebalanceos of portfolios that, consequently, is suggested to the clients.
  • Manage and follow up on your client portfolio.
  • Support the rest of their colleagues with the fulfillment of their duties.
  • Contribute to the achievement of office goals (Scorecard).
  • Improve customer experience by providing service and service excellence (NPS Customer Satisfaction Index) :
  • Skills

  • Focus on Customer needs, empathy, negotiation.
  • Good interpersonal relationships according to the socio-economic segment.
  • Service attitude.
  • Orientation to results.
  • Yes, 10 % of the Time

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