Senior Private Banker

hace 3 semanas


San Pedro Garza García, Nuevo León, México 09516 Banco Nacional de Mexico, S.A., integrante del Grupo Financiero Banamex A tiempo completo

The Senior Private Banker is a key professional role within our Private Client Coverage team. This individual will be responsible for managing relationships with high net worth clients, providing personalized financial solutions and advice to meet their unique needs. The ideal candidate will have a strong understanding of financial markets, products, and services, as well as excellent communication and interpersonal skills.

Key Responsibilities:

  • Manage a portfolio of high net worth clients, providing exceptional customer service and building strong relationships.
  • Conduct financial needs assessments to identify opportunities for growth and develop customized solutions.
  • Stay up-to-date on market trends and product offerings to provide clients with informed investment advice.
  • Collaborate with internal teams to deliver seamless client experiences and meet business objectives.
  • Ensure compliance with regulatory requirements and maintain accurate records of client interactions.

Requirements:

  • 2-5 years of experience in private banking or wealth management.
  • Strong understanding of financial markets, products, and services.
  • Excellent communication and interpersonal skills.
  • Mandatory certifications as required for selling financial products.

Education:

  • Bachelor's/University degree or equivalent experience.

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