Mex Jr Investment Advisor Uhnw

hace 2 semanas

Xico, México Santander A tiempo completo

MEX Jr Investment Advisor UHNWCountry: Mexico**WHAT YOU WILL BE DOING**Elaborar y conceptualizar la visión y estrategia de Santander para lograr acoplarla a las estrategias, asesoría, y recomendaciones concretas de una cartera asignada de clientes.Incluyendo comités de inversión semanales para banqueros Programar las estrategias de inversión definidas por banco Santander en los portafolios de los clientes.Que en todo momento la implementación se lleve a cabo con los productos adecuados.Elaborar seguimiento permanente a los contratos y asegurar que los portafolios cumplan con el perfil y tolerancia al riesgo del cliente, así mismo, cumplir con plan básico en aquellos casos en los que aplique.Programar y resolver consultas específicas de los clientes en torno a inversiones y las distintas clases de activos involucradas: bonos, acciones, notas, fondos, alternativos, e.t.c.

  • Mex Jr Trader

    hace 2 semanas

    Xico, México Santander A tiempo completo

    MEX Jr TraderCountry: Mexico**WHAT YOU WILL BE DOING**Informar la ejecución diaria de Fondeo de portafolio en Murex Supervisar, diseñar, ejecutar el seguimiento de estrategias.Coordinar el lanzamiento de producto, comités de autorización, comercialización y apoyo a banqueros red BP y UHNW Conocimiento operativo y análisis del mercado cambiario,...

  • Senior Uhnw Investment Counselor

    hace 2 semanas

    Xico, México Citi A tiempo completo

    A leading financial institution is seeking an experienced Investment Counselor Sr.Analyst in Mexico City.The ideal candidate will manage investment relationships, provide in-depth investment advice, and support ultra-high net-worth clients.This role requires excellent analytical, communication, and leadership skills, along with compliance with strict...

  • Mex Analyst Ii

    hace 2 semanas

    Xico, México Santander A tiempo completo

    MEX Analyst IICountry: Mexico**WHAT YOU WILL BE DOING**1. Mínimo 1 año de experiência.2. Desarrollo de tareas que requieren conocimiento técnico en alguna de las áreas de negocio de Santander Corporate & Investment Banking: Global transactional banking, Mercados, Global Debt Financial, ACPM, Corporate Investment Banking, COO.3. Apoyo al equipo de...

  • Mex Analyst I

    hace 2 semanas

    Xico, México Santander A tiempo completo

    MEX Analyst ICountry: Mexico**WHAT YOU WILL BE DOING**1. No experiência requerida.2. Realizar actividades de apoyo de acuerdo a estándares, procedimientos y directrices específicas en alguna de las áreas de expertis de Santander Corporate & Investment Banking: Global transactional banking, Mercados, Global Debt Financial, ACPM, Corporate Investment...

  • Uhnw Investment Counselor Vp

    hace 2 semanas

    Xico, México 27284 Banco Citi Mexico Sociedad Anonima A tiempo completo

    A leading financial institution is seeking an experienced Investment Counselor Sr Analyst to provide investment advice and manage relationships with ultra-high net worth clients.Responsibilities include acting as the primary client contact, leveraging existing relationships, and assessing risk while ensuring compliance with regulations.The ideal candidate...

  • Senior Account Manager

    hace 2 semanas

    Xico, México Paired A tiempo completo

    Paired is a global staffing and recruiting agency that pairs remote work with top-tier talent.We admire the importance of innovative social media strategies and are committed to connecting talented individuals with great companies that need their unique skills.Our mission is to provide great jobs to gifted people, regardless of location.Our client is a...

  • Senior Account Manager

    hace 3 semanas

    Xico, México Paired A tiempo completo

    Paired is a global staffing and recruiting agency that pairs remote work with top-tier talent. We admire the importance of innovative social media strategies and are committed to connecting talented individuals with great companies that need their unique skills. Our mission is to provide great jobs to gifted people, regardless of location. Our client is a...

  • Senior Account Manager

    hace 3 semanas

    Xico, México Paired A tiempo completo

    Paired is a global staffing and recruiting agency that pairs remote work with top-tier talent. We admire the importance of innovative social media strategies and are committed to connecting talented individuals with great companies that need their unique skills. Our mission is to provide great jobs to gifted people, regardless of location. Our client is a...

  • Investment Counsellor

    hace 2 semanas

    Xico, México Hsbc A tiempo completo

    Investment Counsellor**Role purpose **_The Investment Counsellor is an experienced investment advisor focused on supporting private bankers in all investment themes with clients.He is an expert in the variety of products the bank offers its clients, and must know the key differences with products offered by the competition so he can highlight to the client...

  • Head Investment Counsellor

    hace 1 semana

    Xico, México Hsbc A tiempo completo

    The Head of Investment Counsellor Role purpose : The Head of Investment Counsellor is an experienced investment advisor focused on manage IC ´s and supporting private bankers in all investment themes with clients. He is an expert in the variety of products the bank offers its clients, and must know the key differences with products offered by the...