Senior Investment Wealth Solutions Director
hace 1 mes
We are seeking a Senior Investment Wealth Solutions Director to lead our Wealth Products, Platforms, and Propositions across the full client continuum in Mexico. As a key member of our team, you will be responsible for ensuring client focus by serving all WPB client segments while catering to the specific needs of HNW, Premier, and Personal client segments.
The ideal candidate will have leadership and full accountability for:
- Wealth Products P&L across the full continuum, encompassing wealth balances of $230,040,000,000 MXP and wealth revenues of $3,425,000,000 MXP.
- Wealth Products & Platforms holistic growth and profitability strategies, enabling a correct asset allocation through compelling, competitive, cost-efficient, and digitally empowered wealth solutions.
- Pricing Desk and CAB efficiency and supporting capabilities for Commercial and Product teams.
- Wealth Insights full support to Commercial team, providing pertinent, relevant, and timely information to customers and ensuring brand top of mind.
- Wealth Oversight & Transactional Banking, ensuring service excellence for Mass-Affluent and HNW clients while securing Wealth Products operation, regulatory, and governance assurance.
To succeed in this role, you will require a broad understanding of the fundamentals of financial planning and wealth products knowledge. You will work closely with the broader Branch network, Wealth Premier-Premier & Advance segments to ensure the achievement of business performance measures and plan.
RequirementsWe are looking for someone with:
- P&L responsibility: Lead the collaboration and negotiation with Finance, AMG, and Distribution teams to establish Financial Targets and strategic levers to achieve FRP.
- Wealth portfolio profit maximization across the client continuum.
- Support for Private Clients, Premier Executive, and Wealth Premier expansion and Premier Advance growth.
- Strategic Wealth initiatives: Value proposition of wealth products & solutions for Private Bank relaunch, strengthening of Premier Executive, best-in-class wealth products with multi-channel simple and efficient customer journeys.
You will also need to have:
- Bachelor's degree or equivalent experience, preferably an MBA or Master in Finance.
- Strong technical skills in wealth management.
- Strong communication, client focus, and influencing skills.
- Strong networking and portfolio management skills.
- Sound knowledge of financial services products and services and the client relationship management system.
- Clear view on how to work with Compliance, Credit & Risk, and Internal Control to ensure a balanced risk operating environment.
- Able to communicate proficiently in English and local language.
We offer a salary range of approximately 15,400,000 - 20,300,000 MXN per annum based on qualifications and experience.
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