Af Asesor Previsional San Jose Del Cabo jobs at Citi Group in Mexico, Mexico City
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Company (1)
Job type
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Job title (1)
Mexico
Mexico City
47 jobs found
23.09.2024
CG
Citi Group Banquero de Desarrollo Patrimonial - C11 SAN LUIS POTOSI Mexico, Mexico City
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...
Assist with evaluating and resolving service inquiries from clients across different platforms. Effectively use various computer systems to complete assigned tasks and address account inquiries. Develop and maintain working knowledge...
Follow established procedures to complete complex assignments and resolve problems that require in-depth investigation or research. Provide team assistance, including serving as subject matter expert, leading special projects, training new...
Establish and maintain high value accounts by providing expert and professional advice and promoting high level portfolios and other financial products. Perform the necessary processes, procedures and verbal dialogues to...
Service existing accounts and establish new accounts at designated location or assigned geographical coverage area in order to increase revenue for the bank. Proactively approach Citi clients to establish real...
Performs most basic, routine tasks/assignments. Works under direct supervision with detailed procedures. May service a very limited number of products/services. Applies knowledge of routine work area procedures. Completes standardized activities....
Performs most basic, routine tasks/assignments. Works under direct supervision with detailed procedures. May service a very limited number of products/services. Applies knowledge of routine work area procedures. Completes standardized activities....
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...
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