# Banquero patrimonial Zona Toluca

**Company**: Intl Wealth & Premier Banking
**Location**: Cuauhtemoc, Distrito Federal
**Experience**: senior
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://portal.careers.hsbc.com/careers/job/563774612634661?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/job/banquero-patrimonial-zona-toluca-72c056f4-5ef/

## Description

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

The position requires a deep understanding of financial planning principles and methodology to identify client needs, recommend suitable solutions, and contribute to sustainable growth of client wealth and the segment.

Key responsibilities:

- Attract, prospect, and acquire new high-net-worth clients.

- Manage a portfolio averaging 500-700 million pesos (MDP).

- Conduct in-depth financial reviews of portfolio clients and prospects.

- Utilise institutional financial review tools and document results properly.

- Analyse client situations, 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.

- Build long-term relationships based on trust, client knowledge, and service quality.

- Collaborate with peers, Premier Executives, and other HSBC colleagues to offer integrated solutions.

- Maintain clear, timely, and effective communication with clients and internal teams.

- Comply with institutional, regulatory, and conduct guidelines applicable to the role.

Requirements:

- Bachelor's degree, preferably in economics or administration.

- Master's degree desirable.

- Minimum 2 years of experience in banking or wealth management.

- Experience in managing and developing portfolios for high-net-worth clients.

- 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 comprehensive knowledge.

- Regulations and practices applicable to financial product sales.

Competencies and skills:

- Client orientation and building trust relationships.

- Effective oral and written communication.

- Negotiation and persuasion skills.

- Commercial orientation and focus on results.

- Financial analysis capability.

- Identifying business opportunities.

- Problem-solving.

- Planning, organisation, and follow-up.

- Collaborative work and synergy generation.

- Adaptability and priority management.

- Integrity, responsibility, and adherence to regulations.

Benefits: HSBC offers a package of paid leaves, including additional days for significant life events such as weddings, welcoming a new family member, or coping with the loss of a relative.

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## Skills

### Required
- financial planning
- wealth management
- investment products
- financial analysis
- client relationship management
- English

### Nice to have
- master's degree
- intermediate to advanced English proficiency

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Source: [Apply at portal.careers.hsbc.com](https://portal.careers.hsbc.com/careers/job/563774612634661?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)