Senior Banker

Santander UK

Mexico City, Mexico
High net worth client management
Investment portfolio coordination
Sales prospecting and business development
The role involves coordinating various financial markets including money, capital, and funds for high-profile individual clients

Job Summary

  • The role involves coordinating various financial markets including money, capital, and funds for high-profile individual clients.
  • Responsibilities include controlling client portfolios by identifying specific needs regarding time horizon and risk profiles.
  • The position requires prospecting new clients and directing third-party operations to maximize investment returns while safeguarding bank interests.

Matching Summary

The role involves coordinating various financial markets including money, capital, and funds for high-profile individual clients.

Skills & Requirements

Must-have

  • High net worth client management
  • Investment portfolio coordination
  • Sales prospecting and business development
  • Risk assessment and horizon analysis
  • Cross-selling mortgage and trust products

Nice-to-have

  • Strong relationship building skills
  • Strategic market synergy creation
  • Long-term client retention focus

Key Requirements

  • Experience with high-profile client segments
  • Knowledge of mortgage and fiduciary products
  • Ability to classify clients based on risk profiles

Work Rights

Not specified

Tailored Resume

Cover Letter