Banquero/a Patrimonial Hub & Corner Oficina Digital (Tijuana, B. C. División Noroeste)
Core
Managing a portfolio of High Net Worth Individuals (HNWI) by selling banking and investment products, designing custom portfolios, and ensuring client retention.
Role type
Senior Wealth Management Advisor
Builds
Custom investment portfolios and banking service solutions for HNWI clients
Domain
Banking and Wealth Management
Deliverable
client delivery
Required skills
Portfolio management, sales of banking and investment products, client relationship management, financial planning, knowledge of investment models and funds, currency and derivatives knowledge, accounting entries, negotiation, objection handling
Preferred skills
Master's degree, AMIB Figure 3 certification, CNBV authorization
Technologies
Investment pricing tools (P.U. module and foreign module)
Responsibilities
Promote and sell the wealth banking product range, increase the profitable client base, manage assigned client portfolios to enhance loyalty, resolve client complaints, update client files, act as a liaison between clients and business areas, design custom investment portfolios for HNWI needs