Univeris seeks a dedicated and personable CSD to manage client relationships and drive sales in Mexico City. The role combines remote work with in-person client engagements and regional events, requiring deep knowledge of the Mexican wealth management landscape and an established executive network.
The successful candidate will develop strategic account plans, upsell services, and collaborate across teams to meet KPIs while traveling as needed to support clients and events.
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📌 Senior Customer Success Director - Wealth Management (CDMX) (Ejido del Centro)
🏢 Univeris
📍 Ejido del Centro
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