Description
We are seeking a Premier Executive to join our team in Torreon, Coahuila, Mexico. As a Premier Executive, you will be responsible for providing high-level financial services to clients in the Mass Affluent Advance and Premier segments.
Your main function will be to provide top-notch service to your assigned client portfolio, addressing their daily financial needs and offering personalized advice to meet their short-term, medium-term, and long-term financial goals.
Responsibilities:
- Manage and retain your client portfolio
- Grow the product portfolio of assigned clients through support from business units
- Provide exceptional customer service and advice
- Identify and develop new business opportunities
- Administer a portfolio
Requirements:
- Bachelor's degree in Economics, Administration, Finance, or Engineering
- At least 4 years of experience in customer service and/or sales, preferably in the financial sector
- At least 4 years of experience in sales
- At least 2 years of experience with Premier products and services
- AMIB Figure 1 certification
- Knowledge of markets and external regulations
- Financial Mathematics skills
- Operational systems and branch procedures
- Intermediate English language skills
- Microsoft Office proficiency
- Strong sales orientation and passion for sales
- Excellent communication skills
- Ability to work in a team and focus on results
- Adaptability to change and organisational skills
Benefits:
- Direct hiring by the bank
- Base salary
- Quarterly performance bonus
- Christmas bonus
- Vacation premium
- Life insurance
- Major medical expense insurance
- Loans
- Discounts on bank products
- Active participation in sustainability/social responsibility programs
- Discounts at over 9,000 establishments
- Career plan aligned with your aspirations
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