Investment Associate

Investment Associate
Empresa:

Citi Group


Investment Associate

Detalles de la oferta

Investment Associate-18045443Descripción Job Summary: Responsible for executing the onshore instructions from clients in Mutual Funds, Fixed Income and Equity products
Knows and understands the products offered in the onshore platform
Knows and understands the movements in the markets and their impacts in the client portfolios
Interact with clients on a regular basis
Is capable to explain the local products to clients
Responds to clients requests regarding their onshore portfolios
Knows CPB´s onshore objectives
Knows and understands the local regulation and internal Compliance in order to always act within the Law
Jornada laboral: 8 diarias de L-VCalificaciones Knowledge/Skills Required

Bachelor’s degree in administrative economic areas / Engineering

At least one year of experience in Private Banking and/or Patrimonial

Certified by AMIB, figure 3

Intermediate-Advanced English
Personal Attributes:

Strong client service attitude

Excellent decision-making skills

Strong problems resolution skills

Analytical and technical thinking

Results oriented Ubicación principal: LATAM-MEX-DF-CuauhtémocPuesto: Administración de Relaciones Con el ClienteHorario: Tiempo completoNivel educativo: Titulo Universitario / LicenciaturaTurno: Trabajo de díaEstado de empleado: FijoViaje: No


Fuente: Bebee


Área:

  • Otros / Otros

Requisitos

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