Client Management & Governance Manager / Principal Fondos
Principal MéxicoCore Responsibilities
The manager will lead client data governance, risk-based suitability adjustments, and ensure compliance with internal policies and regulatory standards. They are also responsible for maintaining client databases, driving operational efficiency projects, and managing communication regarding product and regulatory matters.
Requirements
Candidates must hold a bachelor's degree in economics, administration, marketing, or a related field with approximately 8 years of experience in the financial sector. Proficiency in English, advanced Excel, and SQL skills are required, with Power BI knowledge considered a plus.
Key Skills & Technologies
Additional Information
Experience Level
5-10
Job Language
Spanish
Work Mode
Hybrid