Banquero/a Patrimonial Occidente (Guadalajara, Jalisco)
Core
Promote and sell wealth management products, grow the private banking client portfolio, and manage assigned client relationships.
Role type
Wealth Management Advisor (Private Banking)
Builds
Investment portfolios and client service solutions for high-net-worth individuals
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment models, private funds, private credit, mortgages, client relationship management, portfolio strategy
Preferred skills
None stated
Technologies
None stated
Responsibilities
Promote and sell the product segment portfolio; Increase the private banking client portfolio; Manage and retain assigned clients; Handle investment strategies and portfolios; Provide client advisory and support
Seniority
Mid-level, hands-on IC
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