Senior Investment Counsellor for HNWI Portfolios

Hsbc; Xico; Presencial; MXN 600,000 - 800,000; Jornada completa

Descripción de la vacante

A leading global bank in Veracruz is seeking a Head of Investment Counsellor to provide expert investment advice to high-net-worth clients. The role involves managing relationships, educating team members, and increasing profitability through diverse products. Candidates must possess in-depth knowledge of market dynamics and investment products, alongside strong leadership and communication skills. Competitive compensation including salary, bonuses, life insurance, and discounts on bank products is offered.

Servicios

Base salary

Performance bonus

Life insurance

Medical expenses insurance

Career plan

Discounts on bank products

Formación

• Several years of experience in the financial industry covering various products.
• Deep economic and market knowledge.
• Experience dealing with high-net-worth individuals (HNWI) and ultra-high-net-worth individuals (UHNWI).

Responsabilidades

• Provide investment advice to help clients achieve financial goals.
• Increase bank profitability through diversified product offerings.
• Educate investment counsellors on sophisticated products.

Conocimientos

Investment advisory

Client relationship management

Market insight

Communication skills

People management

Descripción del empleo

A leading global bank in Veracruz is seeking a Head of Investment Counsellor to provide expert investment advice to high-net-worth clients. The role involves managing relationships, educating team members, and increasing profitability through diverse products. Candidates must possess in-depth knowledge of market dynamics and investment products, alongside strong leadership and communication skills. Competitive compensation including salary, bonuses, life insurance, and discounts on bank products is offered.