Private Banker

Pacifica Continental; Ciudad de México; Presencial; MXN 300,000 - 600,000; Jornada completa

Descripción de la vacante

Una empresa líder en el sector financiero busca un Asesor Financiero en Ciudad de México. Este profesional será responsable de gestionar relaciones con clientes de alto patrimonio, ofreciendo asesoramiento personalizado y estrategias de inversión. Se requiere una sólido conocimiento del mercado y excelentes habilidades de comunicación.

Formación

• Debe ser un hablante de inglés competente (no negociable).
• Experiencia comprobada en banca privada, gestión patrimonial o roles de asesoría financiera.
• Capacidad para trabajar de manera independiente y en equipo en un ambiente dinámico.

Responsabilidades

• Desarrollar y mantener relaciones con clientes de alto patrimonio.
• Crear y gestionar estrategias de gestión patrimonial personalizadas.
• Colaborar con equipos internos para ofrecer soluciones financieras integrales.

Conocimientos

Comunicación

Relaciones Interpersonales

Análisis

Resolución de Problemas

Educación

Licenciatura en Finanzas, Economía, Negocios o campo relacionado

Certificaciones profesionales (CFA, CFP) preferidas

Descripción del empleo

• 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.

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.

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

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