Private Banker
hace 4 días
We are seeking a skilled professional to develop and maintain strong relationships with high-net-worth clients. Responsibilities include assessing clients' financial situations and investment objectives to provide personalized advice, creating and implementing tailored wealth management strategies, and monitoring and managing client portfolios.Key Responsibilities:Develop 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 optimization.Monitor and manage client portfolios, making adjustments as needed to align with market conditions and client goals.Stay informed about market trends, investment products, and regulatory changes.Collaborate with internal teams (e.g., investment, legal, and tax specialists) to deliver comprehensive financial solutions.Conduct regular reviews and meetings with clients to discuss portfolio performance and financial strategies.Identify opportunities for new business development and client referrals.Job Details:Location: Mexico City.Type of Employment: Full-time.Qualifications:Must be a proficient English speaker (Non-negotiable).Bachelor's degree in finance, economics, business, or a related field; advanced degree or professional certifications (e.g., CFA, CFP) preferred.Proven experience in private banking, wealth management, or financial advisory roles.Strong understanding of investment products, financial markets, and wealth management strategies.Excellent interpersonal and communication skills, with the ability to build trust and rapport with clients.Strong analytical and problem-solving skills.Ability to work independently and as part of a team in a fast-paced environment.We are an equal opportunities employer and welcome applications from all qualified candidates. The following information is requested to comply with government Equal Employment Opportunity and/or Affirmative Action reporting regulations. #J-18808-Ljbffr
-
Associate Banker Senior
hace 3 semanas
Mexico City PowerToFly A tiempo completoThe Associate Banker Senior is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively...
-
Associate Banker Senior
hace 3 semanas
Mexico City Citi A tiempo completoThe Associate Banker Senior is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work‑flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively...
-
Associate Banker Senior
hace 3 semanas
Mexico City PowerToFly A tiempo completoThe Associate Banker Senior is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively...
-
Associate Banker Senior
hace 3 semanas
Mexico City Citi A tiempo completoThe Associate Banker Senior is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work‑flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively...
-
Associate Banker Senior
hace 3 semanas
Mexico City 27284 Banco Citi Mexico Sociedad Anonima A tiempo completoOverviewThe Associate Banker Senior is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas...
-
Associate Banker Senior
hace 3 semanas
Mexico City 27284 Banco Citi Mexico Sociedad Anonima A tiempo completoOverviewThe Associate Banker Senior is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas...
-
Senior Private Banker Associate
hace 3 semanas
Mexico City Citi A tiempo completoA leading global financial services firm is seeking an experienced Associate Banker Senior in Mexico City. This role requires 5-8 years of experience, strong analytical skills, and investment knowledge. You will support client services and assist the Banker in deepening client relationships, managing documentation, and ensuring compliance. The ideal...
-
Associate Banker Senior AVP
hace 4 días
Mexico City Metropolitan Area Citi A tiempo completoThe Associate Banker Senior is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively...
-
Associate Banker C11
hace 4 días
THE SUMMIT - CIUDAD DE MEXICO Citi A tiempo completoThe Associate Banker is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the...
-
Associate Banker Senior AVP
hace 4 días
THE SUMMIT - CIUDAD DE MEXICO Citi A tiempo completoThe Associate Banker Senior is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively...
