Univeris is seeking a dedicated CSD in Mexico City to manage client relationships and drive revenue growth from a home-based role with local travel for meetings and events. The role requires a strong network in the Mexican wealth management space and fluency in Spanish and English.
You will lead strategic account plans, collaborate with sales and other teams, and actively upsell modules to existing clients while maintaining up-to-date client records and pursuing new opportunities.
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📌 CDMX Wealth Management Client Success Director (Ciudad de México)
🏢 Univeris
📍 Ciudad de México
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