Citi Group Banamex Ejecutivo Analista de Retención Atracción Nomina C10 Cdmx 

Mexico, Mexico City 

50391501

Responsibilities:

• Provide daily market update and trading strategic plan for clients and individual sales staff.
• Use a holistic financial planning approach to educate and help customers identify financial gaps in their current wealth or asset allocation and to introduce suitable products.
• Coaching and motivation on banking (FX, Insurance, etc) products through daily interactions.
• Provide branch colleagues updates on particular products by regular market update and technical analysis.
• Work with Branch Managers to set plan to meet financial commitment.
• Assist bankers on meeting 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 judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

• 0-2 years financial planning experience preferred
• Excellent communication and people skills. Knowledge of financial planning skills, insurance laws, insurance products and investment products. Enthusiasm in achieving goals. Able to work under pressure to deliver the individual sales target. Positve and good coperate mind set. Open mind and willing to embrace changes.
• Good knowledge of tax law and general financial and economic market.

Education:

• Bachelor’s/University degree or equivalent experience

• Manejo de Excel
• Conocimientos en términos financieros
• Trabajo en equipo
• Seguimientos
• Data
• Actividad principal: seguimiento a solicitudes

Time Type: