Banquero/a Patrimonial Hub (Querétaro, Qro)
Core
Manage integral client services for the wealth segment, driving client acquisition, retention, and promotion of banking and brokerage products through personalized strategies.
Role type
Wealth Management Relationship Manager
Builds
Banking and brokerage products and services for high-net-worth clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Client relationship management, sales of financial products, personalized service delivery, client acquisition and retention strategies
Responsibilities
Manage the integral management of clients in the segment, increase the client base while maintaining loyalty, and effectively promote banking and brokerage products and services.
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