Banamex - Banquero Asociado Banca Privada Toluca (Metepec)

The Citigold Relationship Banker is a developing professional role that applies specialty area knowledge to monitor, assess, analyze, and evaluate processes and data. The role identifies policy gaps, formulates policies, interprets data, and makes recommendations. It integrates disciplinary knowledge with industry practices, contributing to team objectives and affecting the business quality of tasks and services provided.

Responsibilities

• Client Account Management.
• Review Citigold customer needs and asset allocation; proactively engage customers to validate their needs.
• Advise clients to enrich relationships by mobilizing additional funds and selling fee‑based products and services based on current and future needs.
• Review product penetration for the assigned client base and identify potential clients who can receive tailored product solutions.
• Ensure coverage of all relationships through customer engagements, risk profilin...