Ejecutivo/a Institucional
Core
Institutional sales and advisory role focused on building long-term relationships with corporate clients to identify business opportunities and provide financial and investment solutions.
Role type
Institutional Sales Executive
Builds
Financial products, investment alternatives, and cash management solutions for corporate clients
Domain
Banking / Corporate Finance
Deliverable
client delivery
Required skills
Commercial experience in corporate banking, client portfolio management, investment product knowledge, negotiation, relationship building
Preferred skills
Experience in capital markets or stock brokerage firms
Technologies
None stated
Responsibilities
Manage and develop a portfolio of institutional and corporate clients, advise clients on investment alternatives, administer and advise on cash management and treasury solutions, identify opportunities to deepen commercial ties, develop long-term relationships with organizational decision-makers, negotiate financial proposals and solutions
Seniority
Mid-level, hands-on IC
