Asesor Inversion Jr

Banco Santander México

Puebla, Mexico
Not specified; competitive salary; benefits includ...
**
Promotion of derivative products
Client segmentation and advisory
Derivative operation quoting
** Banco Santander México is seeking a Junior Investment Advisor for its Puebla location, focusing on promoting and selling financial products to segmented clients. The role emphasizes customer service, financial advisory, and proficiency in managing investment pricing and transactions. **

Job Summary

  • The role involves promoting and selling derivative products while providing advisory services to authorized and segmented clients.
  • Employees are responsible for managing investment prices, parametrizing rates, and handling spreads within specific portfolios.
  • Santander offers a competitive compensation package with global wellness programs and opportunities for international career mobility.

Matching Summary

Match Score: 75

** Banco Santander México is seeking a Junior Investment Advisor for its Puebla location, focusing on promoting and selling financial products to segmented clients. The role emphasizes customer service, financial advisory, and proficiency in managing investment pricing and transactions. **

Salary

Not specified; Competitive salary; Benefits include health program BeHealthy and growth opportunities

Skills & Requirements

Must-have

  • Promotion of derivative products
  • Client segmentation and advisory
  • Derivative operation quoting
  • Investment portfolio price management
  • New client prospecting
  • Sales closing procedures

Nice-to-have

  • Strong customer orientation
  • High attention to detail
  • Numerical calculation skills
  • Integrity in operations
  • Disruptive thinking capability

Key Requirements

  • Orientation to customer service
  • Precision in numerical calculations
  • Adherence to bank policies and procedures

Work Rights

Not specified

Tailored Resume

Cover Letter