MEX Banquero Select
Core
Specialized advisory for High Net Worth clients in Retail & Commercial Banking, focusing on wealth management, credit, and investment products.
Role type
Senior Relationship Manager (High Net Worth)
Builds
Client portfolios and financial solutions
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial analysis, Credit analysis, Investment advisory, Sales techniques, Project management
Preferred skills
None stated
Technologies
None stated
Responsibilities
Provide specialized advisory on the organization's offer to gain client trust and loyalty; Grow and link client portfolios through management of value products (credits, investments, insurance, commercial levers); Manage current client acquisition portfolio (variations and maturities) and focus on attracting higher volumes and new clients; Execute daily calls and effective visits to prospects and current clients; Provide differentiated branch attention to Select clients for product requests, complaints, and clarifications; Correctly fill out product and service contracts, mainly account openings and UPLD formats, attaching corresponding client documentation before formalization.