Banquero/a Patrimonial (Sureste)
Core
Promote and sell wealth management products and services to increase the bank's profitable client portfolio and manage assigned clients.
Role type
Wealth Management Relationship Manager
Builds
Custom investment portfolios and financial strategies for High Net Worth Individuals (HNWI)
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Wealth management product knowledge, investment models, portfolio management, banking accounting, foreign exchange, derivatives, macroeconomics, negotiation, client service
Preferred skills
Price administration tools for investments
Responsibilities
Promote and sell the wealth management product range, manage assigned client portfolios to increase retention, handle client complaints, update client files, act as a liaison between clients and business areas, design custom investment portfolios for HNWI needs