Espec Clientes Select High
Core
High-net-worth personal banking specialist managing exclusive wealth management and succession planning for affluent clients.
Role type
Senior IC wealth management specialist
Builds
Personalized financial solutions and investment products for high-net-worth individuals
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
wealth management, structured products, risk management, economic scenario analysis, negotiation, client acquisition, portfolio management
Preferred skills
CPA 20 certification, CEA certification, postgraduate degree
Technologies
Microsoft Office
Responsibilities
Administer and grow a portfolio of 700-800 high-net-worth clients; Acquire new high-net-worth clients through product and service sales; Manage portfolio risk according to bank and regulatory standards; Monitor financial market changes to recommend appropriate services; Provide personalized consultative guidance to clients.
