# Banquero patrimonial Monterrey

**Company**: Intl Wealth & Premier Banking
**Location**: Monterrey, Nuevo León
**Experience**: senior
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://portal.careers.hsbc.com/careers/job/563774612523835?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_bda0a59a-092

## Description

This role involves managing and developing relationships with assigned wealth clients, providing professional, personalised, 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 to 700 million pesos (MDP).

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

- Use institutional financial review tools and document results properly.

- Analyse each client's 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 role.

Requirements:

- Bachelor's degree or Engineering, 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 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 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, organisation, and follow-up.

- Collaborative work and synergy generation.

- Adaptability and priority management.

- Integrity, responsibility, and adherence to regulations.

Key Performance Indicators:

- AUM growth.

- TOI growth and portfolio profitability.

- Client retention and satisfaction.

- Acquisition of new clients.

- Clients and assets obtained through referrals.

- Product and solution diversification per client.

- Compliance with commercial, regulatory, and service objectives.

## Skills

### Required
- Financial planning
- Wealth management
- Investment products
- Financial analysis
- Client relationship management
- Communication skills
- Negotiation skills
- Problem-solving
- Planning and organisation

### Nice to have
- English language proficiency
- Master's degree
- AMIB Figure 3 certification

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Source: [Apply at portal.careers.hsbc.com](https://portal.careers.hsbc.com/careers/job/563774612523835?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)