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Private Banking Associate: Investments & Client Growth
Descripción de la vacante
A global financial institution is seeking an Associate Banker in Mexico City. In this role, you will support clients and Bankers by solving complex inquiries, tracking revenue, and assisting in marketing strategies to deepen client relationships. The ideal candidate will have 2-5 years of relevant experience and strong investment knowledge. This position requires attentiveness, relationship management skills, and fluency in English, coupled with a Bachelor's degree or equivalent experience.
Formación
- 2-5 years relevant experience.
- Knowledge of investments is required; banking and credit products desirable.
Responsabilidades
- Provide complete service support to client, including solving complex client inquiries.
- Assist the Banker in creating sales and marketing strategies to generate revenue growth.
- Ensure appropriate documentation related to KYC/AML from the client.
Conocimientos
Educación
* El índice de referencia salarialse calcula en base a los salarios que ofrecen los líderes de mercado en los correspondientes sectores. Su función es guiar a los miembros Prémium a la hora de evaluar las distintas ofertas disponibles y de negociar el sueldo. El índice de referencia no es el salario indicado directamente por la empresa en particular, que podría ser muy superior o inferior.