Ejecutivo de Banca Privada

Placements24; Cancún; On-site; MXN 600,000 - 900,000; Full time

Benefits offered by this job

Health insurance

Retirement plans

Career development

Job summary

Placements24 in Cancún, Quintana Roo, MX is seeking an Ejecutivo de Banca Privada to serve high-net-worth clients with wealth management solutions and proactive relationship building. The role targets growing a client portfolio and achieving revenue goals in a prestigious financial institution.

The ideal candidate has 5+ years in private banking or wealth management, strong sales acumen, and fluency in English.

Qualifications

• Bachelor's degree in Finance/Business/Economics or related field.
• Minimum 5 years of experience in private banking, wealth management, or financial advisory roles.
• Proven track record of client acquisition, relationship management, and revenue generation.
• Excellent communication, negotiation, and interpersonal skills.

Responsibilities

• Develop and manage a portfolio of high-net-worth clients, understanding their financial goals and risk tolerance.
• Provide tailored financial advice and solutions, including investment management, estate planning, and credit services.
• Identify and pursue new business opportunities to expand the client base.
• Build and maintain strong, trusted relationships with clients through regular communication and exceptional service.
• Collaborate with internal specialists to deliver integrated wealth management solutions.
• Monitor market trends and economic developments to provide timely and relevant advice to clients.
• Ensure compliance with regulatory requirements and internal policies.
• Achieve and exceed assigned sales and revenue targets.
• Prepare client proposals and present financial plans.
• Represent the firm at industry events and client functions.

Skills

Private banking

Wealth management

Client acquisition

Relationship management

Sales targets

English fluency

Education

Bachelor's degree in Finance/Business/Economics

Master's degree or CFP certification (advantage)

Job description

About the Role

Our client, a prestigious financial institution, is seeking a highly motivated and experienced Ejecutivo de Banca Privada to join their elite team in Cancún, Quintana Roo, MX . This role is dedicated to serving high-net-worth individuals and families, providing comprehensive wealth management solutions and fostering long-term client relationships. The ideal candidate will possess exceptional sales acumen, deep knowledge of financial products and services within the Banca y Finanzas sector, and a commitment to delivering unparalleled client service. You will be responsible for growing a dedicated client portfolio and achieving ambitious revenue targets. This is a fantastic opportunity to build a successful career in a thriving market, leveraging your expertise to manage and grow significant client wealth. The position requires strong networking skills and a proactive approach to business development.

Key Responsibilities

• Develop and manage a portfolio of high-net-worth clients, understanding their financial goals and risk tolerance.
• Provide tailored financial advice and solutions, including investment management, estate planning, and credit services.
• Identify and pursue new business opportunities to expand the client base.
• Build and maintain strong, trusted relationships with clients through regular communication and exceptional service.
• Collaborate with internal specialists (e.g., investment strategists, tax advisors) to deliver integrated wealth management solutions.
• Monitor market trends and economic developments to provide timely and relevant advice to clients.
• Ensure compliance with all regulatory requirements and internal policies.
• Achieve and exceed assigned sales and revenue targets.
• Prepare client proposals and present financial plans.
• Represent the firm at industry events and client functions.

Requirements

• Bachelor's degree in Finance, Business Administration, Economics, or a related field.
• A Master's degree or relevant certifications (e.g., CFP) are a strong advantage.
• Minimum of 5 years of experience in private banking, wealth management, or financial advisory roles, with a focus on high-net-worth clients.
• Proven track record of success in client acquisition, relationship management, and revenue generation.
• In-depth knowledge of investment products, financial planning strategies, and estate planning.
• Excellent communication, negotiation, and interpersonal skills.
• Strong analytical and problem-solving abilities.
• Ability to work independently and proactively manage a demanding client base.
• High ethical standards and a commitment to client confidentiality.
• Experience within the Banca y Finanzas sector is essential.
• Fluency in English is a significant asset.

Benefits

• Highly competitive base salary and uncapped commission/bonus potential.
• Comprehensive benefits package including health, life, and retirement plans.
• Opportunities for professional development, advanced training, and career progression.
• Access to a wide range of sophisticated financial products and services.
• The chance to work with a distinguished clientele in a beautiful location.
• A supportive and collaborative work environment in Cancún, Quintana Roo, MX .