Private Banker

Pacifica Continental; Ciudad de México; Presencial; MXN 919,000 - 1,472,000; Jornada completa

Descripción de la vacante

A financial services company in Mexico City is seeking a skilled professional to manage high-net-worth client relationships. Responsibilities include assessing clients’ financial situations, creating personalized wealth management strategies, and monitoring client portfolios. Candidates should possess a bachelor's degree in finance or a related field, along with proven experience in wealth management. Strong proficiency in English is mandatory for this role.

Formación

• Must be a proficient English speaker (Non-negotiable).
• Proven experience in private banking or financial advisory roles.
• Strong understanding of investment products and financial markets.

Responsabilidades

• Develop and maintain strong relationships with high-net-worth clients.
• Assess clients' financial situations to provide personalized advice.
• Create and implement tailored wealth management strategies.

Conocimientos

Proficient in English

Interpersonal skills

Analytical skills

Problem-solving skills

Educación

Bachelor's degree in finance, economics, or business

Advanced degree or certifications (CFA, CFP)

Descripción del empleo

We are seeking a skilled professional to develop and maintain strong relationships with high-net-worth clients. Responsibilities include assessing clients' financial situations and investment objectives to provide personalized advice, creating and implementing tailored wealth management strategies, and monitoring and managing client portfolios.

Key Responsibilities:

• Develop and maintain strong relationships with high-net-worth clients.
• Assess clients' financial situations and investment objectives to provide personalized advice.
• Create and implement tailored wealth management strategies, including investment portfolios, estate planning, and tax optimization.
• Monitor and manage client portfolios, making adjustments as needed to align with market conditions and client goals.
• Stay informed about market trends, investment products, and regulatory changes.
• Collaborate with internal teams (e.g., investment, legal, and tax specialists) to deliver comprehensive financial solutions.
• Conduct regular reviews and meetings with clients to discuss portfolio performance and financial strategies.
• Identify opportunities for new business development and client referrals.

Job Details:

• Location: Mexico City.
• Type of Employment: Full-time.

Qualifications:

• Must be a proficient English speaker (Non-negotiable).
• Bachelor's degree in finance, economics, business, or a related field; advanced degree or professional certifications (e.g., CFA, CFP) preferred.
• Proven experience in private banking, wealth management, or financial advisory roles.
• Strong understanding of investment products, financial markets, and wealth management strategies.
• Excellent interpersonal and communication skills, with the ability to build trust and rapport with clients.
• Strong analytical and problem-solving skills.
• Ability to work independently and as part of a team in a fast-paced environment.

We are an equal opportunities employer and welcome applications from all qualified candidates. The following information is requested to comply with government Equal Employment Opportunity and/or Affirmative Action reporting regulations.