What You'll Do
Coordinate different markets (Money, Capital, and Funds) and investment alternatives for high-profile individuals. Control client portfolios by identifying their needs in terms of time horizon and risk. Promote bank products aimed at individuals, such as mortgage loans and fiduciary services, while prospecting new clients to increase the customer base.
What We're Looking For
Experience in banking or financial services, particularly in investment management. Strong understanding of client relationship management and portfolio control. Ability to identify investment opportunities and promote financial products effectively.
Key Skills & Technologies
Additional Information
Experience Level
Senior
Job Language
Spanish
Employment Type
Full-time
Work Mode
On-site