Description
As a Premier Executive Seedling in Tijuana, you will provide top-notch financial services to clients in the Mass Affluent Advance and Premier segments.
Your main goal will be to offer personalized advice and support to meet their short-term, medium-term, and long-term financial needs.
Responsibilities:
- Provide exceptional service to assigned clients
- Retain and grow client portfolios through collaboration with business units
- Identify and develop new business opportunities
- Administer client portfolios
Requirements:
- Bachelor's degree in Economics, Administration, Finance, or Engineering
- At least 4 years of customer service experience
- At least 4 years of sales experience, preferably in the financial sector
- At least 2 years of experience with Premier products and services
- AMIB Figure 1 certification
- Knowledge of markets and external regulations
- Familiarity with financial mathematics
- Proficiency in operational systems and branch procedures
- Intermediate English language skills
- Microsoft Office proficiency
- Strong sales orientation and passion for identifying client needs
Schedule: Monday to Saturday
Skills:
- Customer and sales orientation
- Teamwork
- Results-driven and problem-solving approach
- Situational management and negotiation skills
- Excellent communication skills
- Adaptability to change, organization, and punctuality
- Ability to build strong relationships with clients