Banamex - Banquero Patrimonial - Cuernavaca

Develop and implement sales plans to achieve monthly and annual new asset referral targets. Interact with managers and directors to ensure ongoing communication regarding client needs. Monitor improvement of investment consultant activities, including sales and referral targets, while adhering to compliance and operational controls.

2-5 years of relevant experience required. Must possess Series 7, Series 63, Series 66, and Series 24 or 9/10 licenses. Bachelor's degree or equivalent experience is necessary. Previous sales experience is preferred.