# Banquero Elite Metro

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

**Apply**: https://portal.careers.hsbc.com/careers/job/563774612598196?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/job/banquero-elite-metro-befc9074-258/

## Description

We are seeking an Elite Banker Metro to join our team at Intl Wealth & Premier Banking, a leading provider of wealth management services.

The successful candidate will be responsible for providing exceptional service to high-net-worth clients classified under the PCS segment, with investments of 20 million pesos or more.

Key responsibilities include:

- Developing strategies to attract, acquire, and manage clients with balances of 20 million pesos or more

- Actively managing client portfolios to identify and meet their needs, increase revenue, and promote financial solutions and services

- Providing immediate solutions to client needs to foster loyalty with HSBC

- Retaining, growing, and optimising the wealth of existing clients and acquiring new clients through referrals

- Maintaining regular contact with a assigned portfolio of clients, achieving a minimum of 4 meetings per year with clients with balances over 50 million pesos and 2 meetings per year with clients with balances below 50 million pesos

- Collaborating with colleagues, including Premier Executives, Wealth Managers, and HSBC staff

- Identifying client needs and recommending suitable product solutions

- Building long-term relationships with clients through professional management and high standards of service

- Meeting assigned performance targets

The ideal candidate will possess:

- Advanced knowledge of investment and savings products

- Certification AMIB Figure 3

- Excellent communication and interpersonal skills

- Ability to work in a team environment and build strong relationships with clients and colleagues

- Strong analytical and problem-solving skills

- Commitment to upholding the highest standards of integrity and ethics

In return, we offer a competitive salary and benefits package, as well as opportunities for professional growth and development.

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## Skills

### Required
- Spanish
- AMIB Figure 3 certification
- Investment and savings products knowledge
- Client relationship management
- Financial analysis

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Source: [Apply at portal.careers.hsbc.com](https://portal.careers.hsbc.com/careers/job/563774612598196?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)