The Retail Salesperson is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Requires attention to detail when making judgments and recommendations based on the analysis of factual information. Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and results. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities.
Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.
Responsibilities:
Focus on coverage of broker dealers and assist the team covering some of our most important Platinum and Priority Clients including Private Banks, Broker Dealers, Regional Consumer Banks and RIA’s
This is a cross-asset sales team, thus the team is responsible for selling structured investments linked to equities, fixed income, currencies, commodities, hybrids, and alternative investment classes
The successful candidate will work with multiple partners across the bank including the various product structuring and trading teams, and the MAG team to bring appropriate product to our clients
Proactively reaching out to current and potential broker dealer clients to provide product ideas, improve existing client services and onboard new clients
Continued development of the platform to improve the client experience
Work with the entire 3rd party team o
📌 Banamex Ejecutivo FX (Zapopan)
🏢 Banamex
📍 Zapopan
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