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 profitability.
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, sales and negotiation, objection handling, financial product knowledge, accounting entries, foreign exchange and derivatives knowledge, macroeconomics
Preferred skills
AMIB Figure 3 certification, experience in private banking, knowledge of credit and mortgage products
Technologies
Investment pricing tools
Responsibilities
Promote and sell the wealth management product range, increase the profitable client portfolio, manage assigned clients to enhance retention, handle client complaints, update client files, act as a liaison between clients and business areas, design custom investment portfolios for HNWI needs