Wealth Relationship Manager

hace 2 semanas


Puebla, Puebla, México Hsbc A tiempo completo
Pleasenote this job advertisement is only available in Spanish. To view the job, select 'Español
  • ES' from the language selector in the page menu.

Propósito del puesto:
Atención de los clientes Patrimoniales asignados con profesionalismo y con un amplio entendimiento de los fundamentos y metodología de planificación financiera para el éxito del segmento

Principales responsabilidades:
Atracción y adquisición de clientes patrimoniales nuevos.
Realizar revisiones financieras a profundidad a los clientes del portafolioy prospectos.

Utilizar las herramientas de revisión financiera establecidas y hacer recomendación de soluciones con base en los resultados obtenidosAdministrar una cartera promedio entre 500 y 700 MDPCrecer la cartera de clientes en valor (AUM) y rentabilidad (TOI).Trabajar en sinergia y con una comunicación efectiva con sus pares, Ejecutivos Premier y colegas de HSBC.Diseñar estrategias que le permitan crecer la diversificación de la cartera a su cargo.

Identificar las necesidades del cliente y recomendar las soluciones de productos idóneos.
Retención y crecimiento de clientes existentes y obtención de clientes nuevos a través de referidos.
#J-18808-Ljbffr

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