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Banquero/ a Patrimonial ( División Sur)

Puebla, San Andrés Cholula, 72825, MX💼 Full-time🗓 2026-09-21 → 2026-09-27

Core

Manage integral client relationships for the wealth segment, driving customer acquisition and retention while promoting banking and stock market products through personalized service.

Role type

Wealth Management Relationship Manager

Builds

Banking and stock market products for high-net-worth clients

Domain

Banking / Wealth Management

Deliverable

client delivery

Required skills

client relationship management, sales of financial products, personalized service delivery, client acquisition, client retention, wealth segment knowledge

Responsibilities

Manage integral client relationships, increase the client base, maintain client loyalty, promote banking and stock market products, provide personalized service

Seniority

Individual Contributor

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