Banquero Privado HNW

Holistic Advisors, a Monterrey-based wealth management firm, seeks a Banquero Privado to manage a high-net-worth client portfolio. The role focuses on investment guidance, asset allocation, and tailored wealth strategies aligned with client goals.

You will acquire new clients, maintain relationships, and deliver portfolio reviews and market updates. Collaboration with internal teams and partners ensures compliant, customized solutions and high-level service.