Banquero Patrimonial Oaxaca

This role involves managing and developing relationships with high-net-worth clients, providing professional and personalised service.

The successful candidate will have an understanding of financial planning principles and be able to identify client needs, recommend suitable solutions, and contribute to sustainable growth.

Key responsibilities:

• Attract and acquire new high-net-worth clients
• Manage a portfolio of approximately 500-700 million pesos
• Conduct in-depth financial reviews of clients and prospects
• Analyse client situations, goals, and needs to recommend suitable financial solutions
• Promote portfolio growth in terms of assets under management, total operating income, and profitability
• Design and implement strategies to increase portfolio diversification
• Identify investment opportunities and recommend products
• Strengthen client retention and growth
• Generate new business through referrals and recommendations
• Maintain long-term relationships based on trust and quality service
• Collaborate with colleagues to offer integrated solutions
• Ensure clear and effective communication with clients and internal teams
• Comply with institutional guidelines and regulations

Requirements:

• Bachelor's degree in economics, administration, or related field
• Master's degree desirable
• Minimum 2 years of experience in banking or wealth management
• Experience in managing high-net-worth client portfolios
• AMIB Figure 3 certification required
• Intermediate to advanced English proficiency desirable

Technical knowledge:

• Financial markets and capital
• Investment products and solutions
• Financial instruments and diversification alternatives
• Financial planning and wealth analysis
• Macroeconomics and key economic variables
• Asset management and portfolio profitability
• Client profiling and knowledge
• Regulations and best practices for financial product sales

Competencies and skills:

• Client orientation and relationship-building
• Effective communication
• Negotiation and persuasion skills
• Commercial focus and results-driven approach
• Financial analysis capabilities
• Business opportunity identification
• Problem-solving
• Planning, organisation, and follow-up
• Collaborative work and synergy generation
• Adaptability and priority management
• Integrity, responsibility, and regulatory compliance

Key performance indicators:

• Assets under management growth
• Total operating income growth and portfolio profitability
• Client retention and satisfaction
• Acquisition of new clients
• Client and asset growth through referrals
• Product and solution diversification per client
• Commercial, regulatory, and service objective achievement