Wealth Relationship Manager
hace 2 semanas
Job description**Please note 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 portafolio y prospectos.
- Utilizar las herramientas de revisión financiera establecidas y hacer recomendación de soluciones con base en los resultados obtenidos
- Administrar una cartera promedio entre 500 y 700 MDP
- Crecer 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.
Requirements- Licenciatura o Ingeniería. (Económico - Administrativo)
- Maestría deseable.
- 2 años de experiência en Sector Patrimonial.
- Experiência en administración de portafolio de clientes del segmento patrimonial.
- Certificación AMIB 3 (Requisito Obligatorio)
- Conocimientos en mercados financieros, productos financieros, macroeconomía, etc.
- Comunicación efectiva
- Habilidades de negociación
- Atención y servicio al cliente.
- Negociación
- Resolución de problemas.
En HSBC esperamos que nuestra gente se trate con dignidad y respeto, creando una cultura incluyente que promueva igualdad de oportunidades.
Nuestros valores definen quiénes somos como organización y lo que nos distingue, valoramos la diferencia, avanzamos juntos, nos hacemos responsables de nuestras acciones, usamos el buen juicio, hacemos lo correcto y hacemos que las cosas sucedan.
En HSBC nos encontramos orientados a garantizar la igualdad de género y capacitación constante hacia nuestros empleados, así como a la protección de sus derechos laborarles y sociales.
“En HSBC ofrecemos a nuestros colegas un mayor número de días para que puedan disfrutar al máximo su boda, cuidar al nuevo integrante de la familia, o vivir el duelo por la pérdida de algún familiar.
Nuestro paquete de permisos con goce de sueldo **está a la vanguardia en México.**
**Ahora tienes una** razón más para ser HSBC y vivir con orgullo una cultura de bienestar integral, balance y auto cuidado”.
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