About the Role

Our client, a prestigious financial institution, is seeking a highly motivated and experienced Ejecutivo de Banca Privada to join their elite team in Cancún, Quintana Roo, MX . This role is dedicated to serving high-net-worth individuals and families, providing comprehensive wealth management solutions and fostering long-term client relationships. The idóneo candidate will possess exceptional sales acumen, deep knowledge of financial products and services within the Banca y Finanzas sector, and a commitment to delivering unparalleled client service. You will be responsible for growing a dedicated client portfolio and achieving ambitious revenue targets. This is a fantastic opportunity to build a successful career in a thriving market, leveraging your expertise to manage and grow significant client wealth. The position requires strong networking skills and a proactive approach to business development.

Key Responsibilities

- Develop and manage a portfolio of high-net-worth clients, understanding their financial goals and risk tolerance.
- Provide tailored financial advice and solutions, including investment management, estate planning, and credit services.
- Identify and pursue new business opportunities to expand the client base.
- Build and maintain strong, trusted relationships with clients through regular communication and exceptional service.
- Collaborate with internal specialists (e.g., investment strategists, tax advisors) to deliver integrated wealth management solutions.
- Monitor market trends and economic developments to provide timely and relevant advice to clients.




- Ensure compliance with all regulatory requirements and internal policies.
- Achieve and exceed assigned sales and revenue targets.
- Prepare client proposals and present financial plans.
- Represent the firm at industry events and client functions.

Requirements

- Bachelor's degree in Finance, Business Administration, Economics, or a related field.
- A Master's degree or relevant certifications (e.g., CFP) are a strong advantage.
- Minimum of 5 years of experience in private banking, wealth management, or financial advisory roles, with a focus on high-net-worth clients.
- Proven track record of success in client acquisition, relationship management, and revenue generation.
- In-depth knowledge of investment products, financial planning strategies, and estate planning.
- Excellent communication, negotiation, and interpersonal skills.
- Strong analytical and problem-solving abilities.
- Ability to work independently and proactively manage a demanding client base.
- High ethical standards and a commitment to client confidentiality.
- Experience within the Banca y Finanzas sector is essential.
- Fluency in English is a significant asset.

Benefits

- Highly competitive base salary and uncapped commission/bonus potential.
- Comprehensive benefits package including health, life, and retirement plans.
- Opportunities for professional development, advanced training, and career progression.
- Access to a wide range of sophisticated financial products and services.
- The chance to work with a distinguished clientele in a beautiful location.
- A supportive and collaborative work environment in Cancún, Quintana Roo, MX .

#J-18808-Ljbffr

📌 Ejecutivo de Banca Privada (Cancún)
🏢 Placements24
📍 Cancún