Banquero patrimonial Zona Reforma- Chapultepec

This role involves managing and developing relationships with assigned wealth clients, providing professional, personalized, and results-oriented attention.

The position requires a broad understanding of financial planning fundamentals and methodology to identify needs, recommend suitable solutions, and contribute to sustainable growth in client assets and segment.

Key responsibilities:

• Attract, prospect, and acquire new wealth segment clients.
• Manage an average portfolio of 500-700 million pesos (MDP).
• Conduct in-depth financial reviews of portfolio clients and prospects.
• Utilize institutional financial review tools and document results properly.
• Analyze client situation, goals, and needs to recommend suitable financial solutions.
• Drive portfolio growth in terms of assets under management (AUM), total operating income (TOI), profitability, and diversification.
• Design and implement strategies to increase portfolio diversification.
• Identify investment, financing, protection, and other financial product opportunities that match client profiles and needs.
• Strengthen retention and growth of existing clients.
• Generate new business through referrals and recommendations from current clients.
• Maintain long-term relationships based on trust, client knowledge, and service quality.
• Collaborate with peers, Premier Executives, and other HSBC colleagues to offer integrated solutions.
• Ensure clear, timely, and effective communication with clients and internal teams.
• Comply with institutional, regulatory, and conduct guidelines applicable to the position.

Requirements:

• Bachelor's degree, preferably in economic-administrative areas.
• Master's degree (desirable).
• Minimum 2 years of experience in banking or wealth management.
• Experience in managing and developing portfolios for wealth segment clients.
• Valid AMIB Figure 3 certification (required).
• Intermediate-advanced English (desirable).

Technical knowledge:

• Financial and capital markets.
• Investment products and solutions.
• Financial instruments and diversification alternatives.
• Financial planning and wealth analysis.
• Macroeconomics and key economic variables.
• Asset management under administration and portfolio profitability.
• Client profiling and comprehensive knowledge.
• Regulations and practices applicable to financial product marketing.

Competencies and skills:

• Client orientation and building trust relationships.
• Effective oral and written communication.
• Negotiation and persuasion skills.
• Commercial orientation and results focus.
• Financial analysis capability.
• Business opportunity identification.
• Problem-solving.
• Planning, organization, and follow-up.
• Collaborative work and synergy generation.
• Adaptability and priority management.
• Integrity, responsibility, and adherence to regulations.

Benefits: HSBC offers competitive salaries and benefits, including paid leave for significant life events, a forward-thinking package of paid permits, and a culture of well-being, balance, and self-care.