Banquero Patrimonial city center (León, Gto.)
Core
Integral management of clients in the segment through strategies defined by the Wealth and Private Banking Network Direction.
Role type
Wealth and Private Banking Relationship Manager
Builds
Client base growth, client retention, and promotion of banking and stock market products and services
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Client relationship management, sales of banking and stock market products, personalized service delivery, client portfolio management
Responsibilities
Manage the integral relationship with clients in the segment, increase the client base, maintain client loyalty, and effectively promote banking and stock market products and services