Asesor Inversion Jr

Banco Santander México

Puebla, Puebla, Mexico
Not specified; competitive pyckage offered; benefi...
Not specified (assumed to be in-office due to location)
Promotion of derivative products
Client segmentation and authorization
Quotation of derivative operations
Banco Santander México is seeking a Junior Investment Advisor in Puebla, responsible for promoting financial products, providing client advisory services, and managing investment pricing. The role emphasizes customer orientation, attention to detail, and numerical skills, aligning with Santander's mission to innovate and enhance customer experiences

Job Summary

  • The role involves promoting and selling derivative products, changes, and structured notes to authorized and segmented clients.
  • Employees are responsible for prospecting new investment clients using information and strategies generated by central areas.
  • Santander offers a competitive compensation package including health benefits through the BeHealthy program and opportunities for international mobility.

Matching Summary

Match Score: 75

Banco Santander México is seeking a Junior Investment Advisor in Puebla, responsible for promoting financial products, providing client advisory services, and managing investment pricing. The role emphasizes customer orientation, attention to detail, and numerical skills, aligning with Santander's mission to innovate and enhance customer experiences.

Salary

Not specified; Competitive package offered; Benefits include health and growth opportunities

Skills & Requirements

Must-have

  • Promotion of derivative products
  • Client segmentation and authorization
  • Quotation of derivative operations
  • Customer prospecting strategies
  • Price management in investment portfolios
  • Sales closing procedures

Nice-to-have

  • Strong customer orientation
  • Empathy for client needs
  • Attention to detail in transactions
  • Numerical calculation precision
  • Disruptive thinking capability
  • Proactive risk management approach

Key Requirements

  • Orientation to customer service
  • High numerical accuracy
  • Adherence to bank policies and procedures

Work Rights

Not specified

Tailored Resume

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