Banquero patrimonial Monterrey

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.