Wealth Relationship Manager

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.El Senior Investment Sales Manager es una figura clave en el desarrollo e implementación del plan de ventas de Asset Managemente México cuyo objetivo es detonar el crecimiento e...

**Scope**: This position will report to Sr. Marketing Manager Mexico & Marketing Partnerships Manager LATAM,**for Mexico. The Jr Trade Marketing Manager is responsible for being the point person for trade marketing initiatives with some of our 3rd party brands such as Electronic Arts, Ubisoft, Capcom, etc. **Key Responsibilities**: - Follow up and...

The Ops Sup Sr. Analyst is an intermediate level position responsible for providing operations support services, including but not limited to; record/documentation maintenance, storage & retrieval of records, account maintenance, imaging and the opening of accounts in coordination with the Operations - Core Team. Additionally, the Ops Sup Sr. Analyst serves...

-Job description **Role Purpose**: The role is a specialist role and is part of the Premier and Wealth sales force. The incumbent is expected to be a technical expert in one or several product categories as relevant to market; such as Structured Products, FX, Investment, Financial Planning, Retirement, Protection, Mortgage etc. Business Development Manager...

SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group,...

-Job description**Role Purpose** Coordinate and implement business and sales strategies that meet and/or exceed the goals set for the Region in terms of acquiring new clients, growth in customer acquisition, placement of financial products, profitability and proper management of the client portfolio assigned to its Executives, planning, directing and...

**Position title**: Customer Success Manager (CSM) with ServiceNow ticketing **Location**:Mexico (remote) **Duration**:6-12 Months **Activities and Responsibilities** Responsible for ensuring that our business customers achieve their desired outcomes while using digital products and solutions, driving customer satisfaction, and fostering long-term...

**Responsibilities**: - Calls on clients to deepen relationships and proactively owns, responds to, uncovers and anticipates future needs, roadblocks or risks and expectations - Introduces solutions to clients in building and strengthening an effective portfolio; - Works closely with Case Manager on the on-boarding and retention of clients, ensuring the...

-Job description **Investment Manager** **Role purpose** The main purpose of the Product Expert (Investment) is the personalized attention and advice of clients with a value greater than two million pesos in order to attract new resources from other financial institutions, this through adequate diversification for each client and regular conferences on...

**About the Role**:**Grade Level (for internal use)**: 11ABM Strategy & ExecutionSupport the development and execution of ABM strategies that focus on high-value target accounts across key verticals.Assist in crafting personalized campaigns that address account-specific needs and highlight S&P Global’s proven success stories.Collaborate with sales regions...