Ana Sofia Iñiguez Romo is a Associate Banker at Citibanamex. She is proficient in French and English.
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Associate BankerCitibanamexZapopan, Jal., Mx -
Associate BankerCitibanamex Jun 2024 - Present- Client Account Management- Review CG customer needs and asset allocation, proactively engage with the customer to validate the understanding of the needs.- Advise CG customers to enrich the relationships by mobilizing additional funds and sell other fee based products/services based on the current and future customer needs.- Review product penetration for the assigned client base, identify potential CG customers who can be sold tailored products to enhance product penetration- Ensure coverage of all relationships through customer engagements, risk profiling and financial planning.- Organize CG customer events to enhance customer bonding.- Acquire new CitiGold customers through converting referral leads.- Compliance, Risk & Controls- Ensure that KYC/AML and other compliance norms are strictly adhered to.- Fulfilling the clients' necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.- 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. -
Financial Analyst IHewlett Packard Enterprise Mar 2023 - Jun 2024Jalisco, MexicoGreenLake GSAO-Contributing to the analysis and control of the projects as well as their administration. -Collaborating with EMEA reconciliations and their follow-up on accounts that don't belong to their nature.-Source data, build and maintain PBIs to support analytical needs of Corp FP&A-Investigate stakeholders' data and systems to help us understand why their systems have different values than ours-Collaborate with Corporate FP&A to help tell the story behind Financial data -
Financial AnalystWorld Vest Base Oct 2022 - Jan 2023Zapopan, Jalisco, México-Analysis of quantitative and qualitative financial information of companies listed on the stock market around the world to later capture information in databases.- Daily productivity and teamwork for the correct capture of different financial statements: Income statement, balance sheet, statement of changes in equity, cash flow and changes in other comprehensive income. -
Finance InternUniversidad Panamericana Jan 2019 - Jan 2021Zapopan, Jalisco, México-Planning and organization of finance career events such as: case competition, propedeutics, conferences and financial day.- Travel budgets implemented by the same race and data management.- Interpersonal and intrapersonal relationships when communicating with the university community and with external people.- Management of confidential databases and organizational capacity at work at the time of capture in the databases. -
Professional DancerKp Dance Academy Jan 2010 - Jul 2014Mexico-Professional ballet dancer who participated in events such as The League of United Latin American Citizens (LULAC) in Las Vegas, Nevada, in front of important members of the US such as the Vice President of the United States of America at the time.
Ana Sofia Iñiguez Romo Education Details
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CondusefFinancial Education -
Administration And Finance
Frequently Asked Questions about Ana Sofia Iñiguez Romo
What company does Ana Sofia Iñiguez Romo work for?
Ana Sofia Iñiguez Romo works for Citibanamex
What is Ana Sofia Iñiguez Romo's role at the current company?
Ana Sofia Iñiguez Romo's current role is Associate Banker.
What schools did Ana Sofia Iñiguez Romo attend?
Ana Sofia Iñiguez Romo attended Condusef, Universidad Panamericana, Ieb.
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