Banquero/a Patrimonial (División Noreste)
Core
Manage high-net-worth clients in the Northeast division, driving sales of banking and stock market products to increase the profitable client base.
Role type
Wealth Management Relationship Manager
Builds
Banking and stock market products for private clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
client relationship management, sales of financial products, portfolio growth strategies
Responsibilities
Execute promotion and sales of the wealth banking product portfolio, increase the profitable client base in the wealth segment, provide personalized service to clients
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