Ejecutivo de Banca Privada HNWI en Cancún

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

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.