Private Banking Specialist

We are looking for a Legal Specialist (Junior level) to join our Revenue team in LaTam. This role will support commercial contracts, compliance, corporate governance, and regulatory matters, ensuring smooth operations and legal risk management.Key Responsibilities:Draft, review, and support contracts, NDAs, and commercial agreements (internal &...

The GMM Function Group Manager manages multiple teams of senior professionals through other senior managers. The job requires a broad and comprehensive understanding of the different systems, theories and practices relevant to a function as well as practical experience of multiple business cycles. In-depth knowledge of the industry and direct competitors'...

Transaction Banking / Payments Specialist 🌟 At SOTEC /ASTEK Groupe, we are seeking a Transaction Banking / Payments Specialist 🌟 What are we looking for? 🔍 2 years’ experience in a financial institution or similar environment. Experience working with global solutions and multiple geographies. Knowledge of payment methods and Transaction Banking...

Transaction Banking / Payments Specialist 🌟 At SOTEC /ASTEK Groupe, we are seeking a Transaction Banking / Payments Specialist 🌟 What are we looking for? 🔍 2 years’ experience in a financial institution or similar environment. Experience working with global solutions and multiple geographies. Knowledge of payment methods and Transaction Banking...

Job DetailsLocation: Mexico City.Type of Employment: Full-time.ResponsibilitiesDevelop and maintain strong relationships with high-net-worth clients.Assess clients' financial situations and investment objectives to provide personalized advice.Create and implement tailored wealth management strategies, including investment portfolios, estate planning, and tax...

About the Company: We are a U.S.-based private investment firm with a strong track record of partnering with founder-led and family-owned businesses across various sectors, including business services, healthcare, and consumer industries. With multiple funds under management and a focus on long-term growth, the firm emphasizes a collaborative,...

A technology consulting firm in Santiago de Querétaro is seeking a Transaction Banking / Payments Specialist. The role requires at least 2 years of experience in a financial institution, with a strong understanding of payment methods and data mapping. Candidates should be familiar with testing payment files and have knowledge of project management tools...

**Responsibilities**:- Actively identify prospects and establish contact with them/convert prospects into clients.- Demonstrate an in-depth understanding of clients’ businesses and sources of wealth generation.- Anticipate events in a client’s life and business which have significant financial implications.- Serve as a trusted advisor to clients who...

**Req ID**: 336149 We are currently seeking a Business Sys. Analysis Senior Specialist to join our team in CDMX, Ciudad de México (MX-CMX), Mexico (MX). Job Description: Work with stakeholders to collect and document business and functional requirements. Analyze current banking processes, products, and systems to identify gaps and opportunities for...

Company Description This position is for one of my clients at the financial sector. Role Description This is a full-time on-site role for a Treasury Specialist, located in Benito Juárez, CMX. The Treasury Specialist will be responsible for managing daily treasury operations, including cash flow monitoring, bank reconciliations, and overseeing liquidity...