Banquero En Desarrollo Banca Patrimonial Toluca jobs at Citi Group in Mexico
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159 jobs found
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CG
Citi Group BANAMEX - Banquero de Desarrollo Monterrey C11 Mexico, Nuevo León
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...
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...
Partners with more senior team members to deliver across product disciplines, assist in the ownership of the product(s) and monitoring drivers for performance and works on the ongoing performance and...
Gather data needed to create and complete project plans, including the work breakdown structure and project schedule. Collect project performance data to help track project issues and track resolutions. Keep...
Conduct client profile reviews for customer accounts. Review all information and documentation ensuring compliance with local regulation and Citi standards. Update KYC forms and client profiles according to policy requirements....
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...
Calls on clients to deepen relationships and proactively owning, responding to and anticipating any future needs, roadblocks or risks, leveraging internal resources to assist where necessary. Responsible for resolving issues...
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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