Asesor Inversion Jr

Santander UK

Puebla, Mexico
Not specified (assumed to be in-office based on job description context)
Promote and sell investment products
Client advisory in financial markets
Pricing management in investment portfolios
Santander UK is seeking a Junior Investment Advisor in Puebla, Mexico, responsible for promoting and selling derivative products, providing financial market advice to authorized clients, and managing investment pricing. The role emphasizes customer service, attention to detail, and numerical proficiency, aligning with the company's commitment to customer-centric transformation and innovation

Job Summary

  • Banco Santander México is evolving into a technology-driven organization focused on customer-centric transformation.
  • The role involves comprehensive client service at the branch, ensuring quality and compliance with bank policies.
  • Employees can expect a competitive compensation package and opportunities for growth and career development.

Matching Summary

Match Score: 85

Santander UK is seeking a Junior Investment Advisor in Puebla, Mexico, responsible for promoting and selling derivative products, providing financial market advice to authorized clients, and managing investment pricing. The role emphasizes customer service, attention to detail, and numerical proficiency, aligning with the company's commitment to customer-centric transformation and innovation.

Skills & Requirements

Must-have

  • Promote and sell investment products
  • Client advisory in financial markets
  • Pricing management in investment portfolios

Nice-to-have

  • Customer orientation and empathy
  • Attention to detail in transactions
  • Ability to perform numerical calculations

Key Requirements

  • Experience in selling structured products
  • Ability to manage pricing and spreads
  • Skills in client prospecting and attraction

Work Rights

Not specified

Tailored Resume

Cover Letter