Especialista en Gestión de Cuentas Corporativas

Placements24; Toluca; Hybrid; MXN 600,000 - 900,000; Full time

Job summary

Placements24 in Toluca, Mexico is seeking a Corporate Account Management Specialist to lead key corporate client relationships, tailor financial solutions, and drive value across the portfolio.

You will coordinate with product, credit, and operations, conduct strategic reviews, present proposals and analyses, and stay ahead of market trends to ensure client satisfaction and long-term growth.

Qualifications

• 5+ years in corporate banking, account management, or similar client-facing role.
• Proven ability to manage large, complex client portfolios and drive revenue growth.
• Excellent negotiation, communication, and presentation skills.
• Strong financial acumen and understanding of financial products and markets.

Responsibilities

• Develop and maintain strong, long-term relationships with a portfolio of corporate clients.
• Understand clients' financial goals and provide tailored solutions and recommendations.
• Identify and pursue opportunities for upselling and cross-selling financial products and services.
• Conduct regular performance reviews and strategic planning sessions with clients.
• Act as the primary point of contact for all client inquiries and issues.
• Collaborate with internal teams to ensure seamless service delivery.
• Monitor market trends and competitor activities to provide strategic advice to clients.
• Ensure client satisfaction and retention through proactive engagement and exceptional service.
• Prepare and present proposals, financial analyses, and performance reports to clients.
• Stay informed about regulatory changes impacting the financial services industry.

Skills

Negotiation

Communication

Presentation skills

Relationship building

Strategic thinking

Proactive/results-oriented

Education

Bachelor's degree in Finance/Business Administration/Economics

MBA (preferred)

Tools

CRM software

Financial modeling tools

Job description

About the Role

Our client, a leader in the financial services industry, is seeking a highly skilled Corporate Account Management Specialist to join their prestigious team in Toluca, State of Mexico . This critical position involves managing and growing relationships with our key corporate clients, ensuring their financial needs are met and they receive exceptional service. We are looking for an individual with a strong understanding of corporate finance, excellent negotiation skills, and a proven track record in account management. If you are adept at building strategic partnerships and driving business growth through superior client relations, this role offers a significant opportunity to make an impact. Your dedication will be key to fostering client loyalty and expanding our market presence.

Key Responsibilities

• Develop and maintain strong, long-term relationships with a portfolio of corporate clients.
• Understand clients' financial goals and provide tailored solutions and recommendations.
• Identify and pursue opportunities for upselling and cross-selling financial products and services.
• Conduct regular performance reviews and strategic planning sessions with clients.
• Act as the primary point of contact for all client inquiries and issues.
• Collaborate with internal teams (e.g., product, credit, operations) to ensure seamless service delivery.
• Monitor market trends and competitor activities to provide strategic advice to clients.
• Ensure client satisfaction and retention through proactive engagement and exceptional service.
• Prepare and present proposals, financial analyses, and performance reports to clients.
• Stay informed about regulatory changes impacting the financial services industry.

Requirements

• Bachelor's degree in Finance, Business Administration, Economics, or a related field; MBA is a plus.
• Minimum of 5 years of experience in corporate banking, account management, or a similar client-facing role within the financial services sector.
• Proven ability to manage large, complex client portfolios and drive revenue growth.
• Excellent negotiation, communication, and presentation skills.
• Strong financial acumen and understanding of financial products and markets.
• Proficiency in financial modeling and analysis.
• Ability to build and maintain strong professional relationships at senior levels.
• Experience with CRM software and financial management tools.
• Strategic thinker with a proactive and results-oriented approach.
• Familiarity with the business landscape in Toluca, State of Mexico.

Benefits

This role offers a highly competitive salary, significant performance-based bonuses, a comprehensive benefits package including health, dental, and vision insurance, retirement savings plans, ongoing professional development opportunities, and a dynamic, client-focused work environment. Join a leading institution that values expertise and rewards performance. This position in Toluca offers unparalleled career growth in corporate financial services.