Ejecutivo/a de Relación Patrimonial (Occidente)
Core
Responsible for managing clients in the Wealth Banking segment to achieve targets related to profitability, market share, revenue, costs, service levels, and profitability.
Role type
Wealth Banking Client Relationship Manager
Builds
Wealth Banking services for high-net-worth clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
client relationship management, profitability analysis, market share strategy, revenue management, cost management, service level management
Responsibilities
Manage client relationships in the Wealth Banking segment, achieve profitability and market share targets, ensure excellent service quality and client satisfaction regarding operational requirements and post-service maintenance.
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