Banquero/a Patrimonial Oficina Digital (Tijuana, B. C. División Noroeste)

Manage the comprehensive relationship with assigned clients in the wealth management segment. Promote and effectively sell the range of wealth management products and services. Increase the client portfolio by enhancing client loyalty through tailored product offerings. Address and resolve any complaints from assigned clients promptly.

Experience in client management and wealth management services is preferred. Strong communication skills and ability to provide personalized service. Knowledge of investment strategies and portfolio management for high-net-worth individuals is a plus.