Wealth Relationship Banker - Client Solutions
Link-Worldwide
Link-Worldwide is seeking a Citigold Relationship Banker in San Pedro Garza García, Nuevo León, Mexico. This is a full-time position focused on managing client accounts, understanding client needs, and ensuring compliance with financial regulations. As part of the role, you will engage directly with clients to enrich their financial experiences.
The ideal candidate will possess a Bachelor's degree, up to 2 years of relevant experience, and necessary certifications for selling financial products. Strong relationship management skills are crucial for this position.
#J-18808-Ljbffr- ...Link-Worldwide is seeking a CitiGold Relationship Banker in San Pedro Garza García, Nuevo León. This role focuses on managing client accounts and assessing their needs to offer tailored financial solutions. The successful candidate will advise clients to deepen financial...Sugerido
- ...Link-Worldwide is seeking a Citigold Relationship Banker in San Pedro Garza García, Mexico. The role involves managing client accounts, ensuring compliance with financial norms, and enhancing customer relationships through effective engagement. The idóneo candidate...Sugerido
- ...Overview Link-Worldwide is looking for a CitiGold Relationship Banker in San Pedro Garza García, Nuevo León. This role requires managing client accounts, assessing needs, and providing tailored financial solutions. Responsibilities Advise clients to deepen relationships...Sugerido
- ...Link-Worldwide in San Pedro Garza García seeks a Citigold Relationship Banker to manage client accounts and enhance customer relationships. The role requires advising clients on financial products and ensuring compliance with KYC/AML regulations. The ideal candidate...Sugerido
- ...Link-Worldwide is seeking a RE Relationship Manager in San Pedro Garza García, Nuevo León, to enhance client relationships and manage portfolios. The ideal candidate should possess 2-5 years of experience in commercial banking and strong credit and financial analysis skills...Sugerido
- ...Manager based in Monterrey, Mexico, to oversee relationships with Spanish-speaking clients. The ideal candidate will have over 3 years... ...customer success, preferably in fintech or wealth tech. This role involves proactive client engagement, onboarding, and utilizing tools...Remoto
- ...in Monterrey, Nuevo León is looking for a skilled professional to implement Workday Financials technology solutions. The role involves working closely with clients and managing a team of consultants to deliver high-quality solutions. Candidates should have at least 1...
- ...Job Overview link-worldwide is looking for a relationship manager in San Pedro Garza García, Reciente León, who will manage client relations and address their banking needs. Responsibilities Manage client relationships and address their banking needs. Identify...
- ...Propósito del puesto Atención de los clientes Patrimoniales asignados con profesionalismo y con un amplio entendimiento de los fundamentos y metodología de planificación financiera para el éxito del segmento. Principales responsabilidades Atracción y adquisición...
- ...Worldwide in Monterrey is seeking an Asset Owner Index Client Success Manager to enhance client relationships and offer insights based on MSCI index... ...excellent communication skills, and experience in client relationship management. This position includes tailored employee...Horario flexible
- ...in Monterrey is looking for an Asset Owner Index Client Success Manager to strengthen client relationships and provide insights based on MSCI index construction... ...communication skills, and experience in client relationship management. This role offers tailored employee...
- ...Working hours: Mon to Fri, 9:00-19:00. Overview Client Proximity Technical Account Manager II located... ..., monitoring, and improvement of stakeholder relationships (Client/TP/I.T). Duties include designing relationship management approaches, acting as the key point...
$2,400
...Link-Worldwide busca un Asesor de Servicios Financieros en Monterrey. Este rol se centra en brindar un trato excepcional al cliente y fomentar relaciones respetuosas y empáticas. El candidato ideal debe tener experiencia en ventas y habilidades para persuadir y abordar...Pago semanalTiempo completo- ...Pedro Garza García. Responsabilidades Control total del área de Customer Success. Mantener relaciones duraderas con los clientes. Requisitos Más de 5 años de experiencia en atención al cliente B2B. Manejo de herramientas como Zendesk. Título universitario...Salario mensual
- ...Relaciones especializado en Banca Comercial en Monterrey, Nuevo León. Esta posición implica crear y mantener relaciones sólidas con los clientes para entender sus necesidades financieras y ofrecer soluciones personalizadas. El candidato ideal debe tener experiencia en...
- ...Topbloc, Inc. is seeking a skilled professional to implement Workday Financials technology solutions with increasing complexity. Responsibilities include working directly with clients, delivering high-quality solutions, and managing a team of consultants. The ideal...Remoto
$1,600
...prototyping, and testing Workday Financials solutions (Required) ~ Proficiency with general... ...and collaborate effectively with clients and coworkers, building confidence and trust... ...financial processes and structures aligned with client objectives, enhancing user experience...Desde casaRemoto- ...Link-Worldwide is seeking a RE Relationship Manager to deepen client relationships and manage portfolios. The candidate will have 2-5 years in commercial... ...enhancing client satisfaction and driving innovation in solutions offered by Citi Commercial Bank. #J-18808-Ljbffr...
- ...About Our Client Masttro is the general leader in wealth technology for aggregating, visualizing, and managing... ...less complex clients, nurturing relationships in a fast‑paced, high‑growth startup... ...orientation, curiosity, and relationship building in wealth tech, fintech...Trabajar en la oficinaRemoto
- ...Link-Worldwide busca un(a) Asesor(a) de Clientes en Monterrey, Nuevo León, para tomar llamadas y atender problemas técnicos de TotalPlay. El trabajo es en turno vespertino de 6 horas. No se requiere experiencia previa y la capacitación es pagada. Además, ofrece un...6 horasTurno de tarde
- ...Manager in Santiago de Querétaro, Mexico. Responsibilities Assisting high‑value clients across North America, supporting currency transfers, onboarding, and maintaining client relationships. Qualifications The idóneo candidate will have a background in customer...
- ...Worldwide is seeking a dynamic Consumer Account Manager in Santiago de Querétaro, Mexico. In this role, you will assist high-value clients across North America, supporting currency transfers and onboarding processes. The ideal candidate should have a strong background...
- ...Link-Worldwide, located in Santiago de Querétaro, seeks a Relationship Manager to enhance client relationships and manage service issues. This role... ...development approach. Working collaboratively, you will innovate solutions and maximize the client experience while ensuring...
$12,300
...Link-Worldwide en Monterrey está en búsqueda de un auxiliar de reservas para atención al cliente mediante teléfono y correo electrónico. Las funciones incluyen asesoría sobre tarifas y servicios, además de la gestión de políticas de reserva. El puesto es a jornada completa...Tiempo completoTurno rotativoFin de semana- ...Link-Worldwide busca agentes de servicio al cliente bilingües apasionados en Monterrey. Ofrecemos un sueldo de $11,613 a $13,936 brutos, más bono de productividad y prestaciones de ley desde el primer día. Los candidatos ideales deben tener inglés avanzado, al menos...Lunes a viernes
$7,800 - $8,200
...Link-Worldwide busca un empleado de Atención al Cliente para su sucursal en Monterrey. Las responsabilidades incluyen el servicio al cliente, almacenaje y etiquetado de productos. Se ofrece un sueldo mensual entre $7,800 y $8,200, además de varios bonos mensuales y prestaciones...$10,000
...Link-Worldwide busca un Asesor de Clientes en Monterrey, Nuevo León, que se enfoque en brindar un servicio excepcional y superar las expectativas de los clientes. El candidato ideal debe tener secundaria completa y experiencia en atención telefónica, preferentemente en...Turno rotativoLunes a miércoles- ...es una empresa general con más de 160 años de historia que opera en más de 25 países, ofreciendo servicios a más de 80 millones de clientes. Somos más de profesionales que trabajan en equipos multidisciplinares con perfiles tan diversos como financieros, expertos...Trabajar en la oficina
$12,000 - $17,000
...Link-Worldwide en San Pedro Garza García busca un mostrador de refacciones para atención al cliente y gestión de pedidos. Se ofrece un sueldo entre $12,000 y $17,000 mensuales, con prestaciones de ley y múltiples beneficios. El candidato ideal contará con experiencia...- ...Link-Worldwide busca un/a Asesor/a de mesa de regalos en Monterrey, Nuevo León, para asistir a los clientes en la elección de regalos y coordinar el envío de estos. Se requiere preparatoria y vocación hacia el servicio al cliente, sin necesidad de experiencia previa....Tiempo completoFin de semana
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