Ejecutivo Wealth - Oficina Calle 123 - Banca Minorista

Develop and maintain strong relationships with high-net-worth clients, understanding their financial needs and goals. Identify business opportunities and promote the sale of private banking products and services. Monitor and manage clients' investment portfolios, ensuring compliance with established objectives.

Bachelor's degree in Finance, Economics, Business Administration, or related field. Minimum of 5 years of experience in private banking, wealth management, or similar roles focused on high-net-worth clients. Strong knowledge of financial products, capital markets, investments, and wealth planning.

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