Banquero/a Patrimonial (División Bajío)
Core
Promote and sell wealth management products and services to High Net Worth Individuals (HNWI), managing assigned client portfolios and increasing profitable client retention.
Role type
Wealth Management Relationship Manager
Builds
Custom investment portfolios and financial strategies for HNWI clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Portfolio management, investment strategy design, client relationship management, financial product knowledge, negotiation, objection handling, regulatory compliance (AMIB Figure 3 certification)
Preferred skills
Knowledge of derivatives, macroeconomics, foreign exchange, credit and mortgage products
Technologies
Investment pricing tools
Responsibilities
Promote and sell the wealth management product catalog, manage assigned client portfolios to increase profitability, resolve client complaints, maintain client records, act as a liaison between clients and business units, design custom investment portfolios for HNWI needs.