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Internship, Full-time
high school, bachelor degree, postgraduate degree
Posted 29d ago
Apply by Oct 30
~40 hrs/week
Spanish
Responsibilities
The role involves providing comprehensive financial and pension advisory services to clients and prospects to meet business objectives. Key tasks include prospecting, scheduling appointments via telemarketing, and executing sales closures through personalized value propositions.
Requirements
Candidates should have a high school diploma or a degree in economic/administrative fields, with a preference for those with 1 year of consultative sales experience. Strong communication skills, a proactive attitude, and an interest in field promotion of financial products are required.
Full job description
The Intern is an entry level position at Citi where the student will receive a foundation of knowledge and training required to contribute as a valuable resource in Citi. Interns are administrative and use this position as a start to their career. Assignments focus on attaining core competencies in any of the four core functions at Citi: Global Functions, Institutional Clients Group, Global Consumer Banking, Enterprise O&T
Responsibilities:
Performs most basic, routine tasks/assignments
Works under direct supervision with detailed procedures
May service a very limited number of products/services
Applies knowledge of routine work area procedures
Completes standardized activities
Exchanges basic information with other co-workers
Resolves task related problems in straightforward situations
Selects from a limited number of clearly defined options
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:
GPA of 3.3 or above
Demonstrated analytical skills
Consistently demonstrates clear and concise written and verbal communication skills
Cooperation and focus in achieving group and client objectives
Innovative and creative in solving problems
Quick thinking and detail oriented
Ability to multi-task
Education:
Graduating with a Bachelor’s/University degree or equivalent experience or master degree the following year
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Asesor Previsional Afore
Resumen de perfil de puesto:
El Asesor Previsional es un puesto responsable de asesorar de manera integral a sus clientes y prospectos y ofrecerles alternativas de acuerdo con sus necesidades, debe cumplir con los objetivos de asesoría de productos y servicios financieros dentro de su distrito o ubicación asignados en coordinación con el equipo de asesores al consumidor más amplio.
Funciones:
Prospección y búsqueda de clientes
Programación de citas a través de telemarketing
Asesoría personalizada a clientes identificando sus necesidades
Seguimiento y cierre de venta
Abordar a clientes objetivo a través de una propuesta de valor
Visitas a centros laborales
Desarrollar estrategias para el alcance de metas
Lograr o superar los objetivos del puesto y de la Empresa
Habilidades:
Facilidad de palabra y comunicación
Experiencia y gusto por la asesoría previsional
Proactivo con enfoque a resultados
Empático
Orientación de servicio
Tolerancia a la frustración
Capacidad cognoscitiva
Experiencia en la promoción de servicios financieros
Experiencia en atención y/o asesorías
Generación de contactos
Redacción
Requisitos:
Bachillerato concluido o Licenciatura concluida/trunca deseable.
Deseable Mínimo 1 año de experiencia en promoción y venta consultiva, deseable en productos financieros.
Deseable Recién Egresados de Carrera Técnica o Licenciatura en áreas económico/administrativas sin experiencia pero con interés en la promoción de Productos Financieros en campo.
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients. We have over 200 years of experience helping our clients meet the world's toughest challenges and embrace its greatest opportunities. We are Citi, the global bank – an institution connecting millions of people across hundreds of countries and cities.
For information on Citi’s commitment to privacy, visit on.citi/privacy.
Offices: 388 Greenwich Street, New York, New York 10013, US · Locations in over 100 countries, http://www.citigroup.com/citi/global/index.htm, 10022, US · 5900 Hurontario St, Mississauga, ON L5R 0B8, CA · 165 Jalan Ampang, Kuala Lumpur, Federal Territory of Kuala Lumpur 50450, MY · Calle 62C O, Panama City, Panama, PA
BankingCommercial BankingInvestment BankingWealth ManagementCredit CardsCapital MarketsEquity and Fixed Income ResearchConsumer LendingCash Managementand Transaction Services
How many Finance & Accounting jobs are open in Ciudad de México, Mexico right now?
There are currently 1,683 open finance & accounting positions in Ciudad de México, Mexico listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Finance & Accounting roles in Ciudad de México, Mexico?
Companies currently hiring include HSBC, Banco Mercantil del Norte - Banorte, BBVA, Citi, Santander, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Finance & Accounting jobs in Ciudad de México, Mexico?
Yes — 738 of the 1683 open finance & accounting positions offer remote or hybrid work (84 remote, 654 hybrid).
How do I apply for Finance & Accounting jobs in Ciudad de México, Mexico?
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