Banquero Bau Patrimonial Mty
hace 7 días
The Field Sales Intmd Officer is an intermediate position responsible for providing customer service assistance and meeting sales targets for financial products and services within their assigned district or location, in coordination with the broader Consumer Sales team. The overall objective is to utilize a wide range of product knowledge to build relationships with clients in order to recognize which financial products and services meet their needs. **Responsibilities**: - Develop and implement sales plans to achieve all monthly and annual new asset referral targets - Interact with managers and directors to ensure ongoing communication regarding existing and future client needs - Develop and execute integrated sales and marketing strategies that are aligned to sales goals and support sales service activities - including legal, corporate, and regulatory - Ensure adherence to operational controls, including legal, corporate, and regulatory procedures, to ensure safety and security of client and bank assets - Monitor improvement of quality of investment consultant activities, including sales targets, referral targets, strict adherence towards compliance, branch huddles - Resolve client complaints and issues promptly and efficiently **Qualifications**: - 2-5 years of relevant experience - Required licenses: Series 7, Series 63, Series 66, and Series 24 or 9/10 - Previous sales experience preferred - Ability to communicate with all levels of management - Extensive knowledge of financial and securities industry regulations - Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements - Effective problem-solving and decision-making skills - Consistently demonstrates clear and concise written and verbal communication **Education**: - Bachelor’s degree/University degree or equivalent experience This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. Certificación AMIB figura 3 vigente - **Job Family Group**: Consumer Sales - **Job Family**: Field Sales - **Time Type**: Full time - Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. View the "**EEO is the Law**" poster. View the **EEO is the Law Supplement**. View the **EEO Policy Statement**. View the **Pay Transparency Posting
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Banquero Bau Patrimonial Mty
hace 1 semana
Saltillo, México Citi A tiempo completoThe Field Sales Intmd Officer is an intermediate position responsible for providing customer service assistance and meeting sales targets for financial products and services within their assigned district or location, in coordination with the broader Consumer Sales team. The overall objective is to utilize a wide range of product knowledge to build...
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Banquero Premium Mty
hace 7 días
Saltillo, México Tama RCM A tiempo completoForma parte de una de las más importantes **Instituciones Internacionales Bancarias **como **Banquero Premium!!** **INGRESOS MAYORES A LOS $45,000 MENSUALMENTE!!** **$16,000 base mensual + Comisiones NO Topadas + Vales de despensa + Bono Anual + Bono Aniversario + Prestaciones de Ley + Prestaciones Bancarias + Seguro de Gastos Mayores + Capacitación...
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Banquero de Apoyo Cse
hace 6 días
Saltillo, México HSBC A tiempo completoBanquero de Apoyo CSE Propósito del puesto: - Apoyar al Banquero PCS asignado con la atención y satisfacción de los clientes de HSBC clasificados en el segmento PCS y sus familiares más cercanos. Un cliente califica para el segmento PCS con un saldo en inversiones mayor o igual a 20 millones de pesos. - Provisión de soluciones inmediatas a las...
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Asesor Patrimonial
hace 2 semanas
Saltillo, México ATO A tiempo completo**Importante financiaria ubicada en **Col. Topo Chico, Saltillo, COAH. **solicita**: ASESOR PATROMONIAL**Requisitos**:- Experiência en giro banquero patrimonial o en casa de bolsa.- Contar con cartera actual de personas físicas.- Experiência de 1 a 2 años en el puesto.- Originario de Saltillo COH.**Ofrecemos**:- **Salario base** negociable en base a...
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Banquero Premier Mty
hace 3 semanas
Saltillo, México Tama RCM A tiempo completoUna de las más importantes **Instituciones Bancarias en el Mundo **solicita **Banquero Premier!!****INGRESOS MAYORES A LOS $60,000 MENSUALMENTE!!****$23,000 base mensual + Comisiones NO Topadas + Vales de despensa + Bono Anual + Bono Aniversario + Prestaciones de Ley + Prestaciones Bancarias + Seguro de Gastos Mayores + Capacitación constante.....**Zona a...
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Banquero Premier Mty
hace 3 semanas
Saltillo, México Tama Rcm A tiempo completoUna de las más importantes **Instituciones Bancarias en el Mundo **solicita **Banquero Premier!!****$23,000 base mensual + Comisiones NO Topadas + Vales de despensa + Bono Anual + Bono Aniversario + Prestaciones de Ley + Prestaciones Bancarias + Seguro de Gastos Mayores + Capacitación constante.....****INGRESOS MAYORES A LOS $60,000 MENSUALMENTE!!**Zona a...
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Banquero Premium Mty
hace 2 semanas
Saltillo, México Tama RCM A tiempo completoUna de las más importantes **Instituciones Bancarias en el Mundo **solicita **Banquero Premium!!** **$23,000 base mensual + Comisiones NO Topadas + Vales de despensa + Bono Anual + Bono Aniversario + Prestaciones de Ley + Prestaciones Bancarias + Seguro de Gastos Mayores + Capacitación constante.....** **INGRESOS MAYORES A LOS $60,000 MENSUALMENTE!!** Zona...
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Banquero (a) Bau Jr. / Patrimonial Mty Valle
hace 3 semanas
Saltillo, México Citi A tiempo completoThe Field Sales Intmd Officer is an intermediate position responsible for providing customer service assistance and meeting sales targets for financial products and services within their assigned district or location, in coordination with the broader Consumer Sales team. The overall objective is to utilize a wide range of product knowledge to build...
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Banquero/a Premium
hace 4 semanas
Saltillo, México Scotiabank A tiempo completoBanquero/a Premium**Fecha**:29 may 2025**Ubicación**: Saltillo, COA, MX, 25204**Empresa**:ScotiabankEstamos comprometidos en continuar invirtiendo en nuestros empleados y ayudarte a continuar desarrollando tu línea de carrera en Scotiabank.**Responsabilidades**:- Gestionar a todos los clientes de su cartera, generar relaciones a largo plazo e incrementar...
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Gerente de Crédito
hace 1 semana
Saltillo, México Banregio A tiempo completo**GERENTE CRÉDITO**Segmento Privada y Patrimonial**Actividades**:- Definir estrategias comerciales e identificar oportunidades de mercado para colocación de créditos- Gestión, seguimiento, acompañamiento a banqueros para el cumplimiento de metas- Capacitar y dar a conocer los productos de crédito a los banqueros Patrimonial y Privada- Realizar eventos...
