Banquero/a Patrimonial (Obregon, Son. - División Noroeste)

Manage a portfolio of high-net-worth clients by implementing strategies defined by the Wealth Management and Private Banking Division. Promote and effectively sell banking and investment products, ensuring high-quality personalized service. Address client complaints promptly and maintain updated records for each client in the portfolio.

Experience in wealth management or financial services is preferred. Strong understanding of investment strategies and portfolio management. Ability to build and maintain client relationships and provide tailored financial advice.