Client portfolio management for high net worth individuals
Sales of loans, investments, and insurance products
Regulatory compliance and kyc procedures
The role focuses on developing TOP Rentas Altas clients by ensuring a differentiated experience with high-value products and services
Job Summary
The role focuses on developing TOP Rentas Altas clients by ensuring a differentiated experience with high-value products and services.
Responsibilities include managing deposit portfolios, executing daily calls and visits, and achieving an 80% knowledge level of the assigned portfolio within one year.
Candidates must adhere to strict operational regulations regarding account opening, client identification, and investment marketing models while maintaining a proactive risk culture.
Matching Summary
The role focuses on developing TOP Rentas Altas clients by ensuring a differentiated experience with high-value products and services.
Salary
Not specified; Not specified; Not specified
Skills & Requirements
Must-have
Client portfolio management for high net worth individuals
Sales of loans, investments, and insurance products
Regulatory compliance and KYC procedures
Proactive risk management and collections
Commercial leverage and product synergy
Nice-to-have
Disruptive thinking and innovation mindset
Proactive approach to risk management
Commitment to excellence in service delivery
Ability to challenge the status quo
Strong relationship building skills
Key Requirements
Experience in retail or commercial banking
Knowledge of financial products and credit analysis
Understanding of Mexican banking regulations (CNBV)