Wealth Management Sales Manager GDL - Principal Fondos
Core
Lead the expansion of Private Banking in Mexico by building high-performance teams focused on mass-market clients and serving as a talent pipeline for Private Banking.
Role type
Senior IC Wealth Management Sales Manager (Team Lead)
Builds
High-performance sales teams and scalable client service channels
Domain
Wealth Management / Private Banking
Required skills
Wealth Management experience, Private Banking experience, Team building, Commercial discipline, Client portfolio segmentation, Talent development, Process standardization, Strategic impact
Preferred skills
Degree in Administration/Finance/Economics, AMIB certification
Technologies
N/A
Responsibilities
Lead and develop the Relationship Banking team focused on mass-market clients. Manage advisors to ensure commercial discipline and goal achievement. Monitor key commercial and operational indicators. Segment and prioritize the client portfolio to maximize productivity. Implement the dumbbell model with Private Banking. Coordinate with Private Banking managers for high-value client attention. Develop junior advisors and support their growth. Standardize commercial processes and scripts. (via careerplan.io/jobs/52408-wealth-management-sales-manager-gdl-principal-fondos-at-principal-financial)
Seniority
Senior, hands-on IC with team leadership