Wealth Relationship Manager

hace 4 semanas


distrito federal, México HSBC A tiempo completo

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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 portafolioy 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.
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