Ejecutivo Sr Banca Privada

santander-karriere.de

Mexico
Coordinating investment markets
Contacting high-profile clients
Managing client portfolios
Coordinate different markets (Money, Capital, and Funds) and investment alternatives for high-profile individuals, contacting clients, identifying their specific needs, and inviting them to invest with Santander to capture and generate more resources

Job Summary

  • Coordinate different markets (Money, Capital, and Funds) and investment alternatives for high-profile individuals, contacting clients, identifying their specific needs, and inviting them to invest with Santander to capture and generate more resources.
  • Control client portfolios with different profiles, identifying their needs in terms of horizon (time) and risk, in order to classify clients for better service.
  • Direct the promotion of bank products oriented towards individuals, such as mortgage loans, fiduciary services, etc., creating synergies and interacting with other areas, in order to generate more resources for the company.

Matching Summary

Coordinate different markets (Money, Capital, and Funds) and investment alternatives for high-profile individuals, contacting clients, identifying their specific needs, and inviting them to invest with Santander to capture and generate more resources.

Skills & Requirements

Must-have

  • coordinating investment markets
  • contacting high-profile clients
  • managing client portfolios
  • promoting bank products
  • prospecting new clients

Nice-to-have

  • long-term client relationships
  • maximizing investment returns

Key Requirements

  • senior private banking executive
  • high-profile individuals
  • investment horizon and risk

Work Rights

Not specified

Tailored Resume

Cover Letter