International Private Bank, Private Banker, Mexico, Executive Director

Tasks

As a Private Banker, Mexico, Executive Director within the International Private Bank, you will acquire and retain new clients through your comprehensive knowledge of investments, banking, fiduciary services, and financial planning. You will also be responsible for the client experience and will leverage our resources to deliver a comprehensive wealth management solution.

Job description

Our private bankers are self-starters with a proven track record of success. They are skilled problem solvers who offer specialized advice to clients. They manage and nurture client relationships by building trust, thoroughly understanding client needs, offering thoughtful solutions, and delivering an exceptional client experience.

Tasks and responsibilities

- Achieve business results and acquire new assets, both from existing client base and through new Mexican client acquisition - Advise clients on their entire balance sheet, including asset allocation, investment management, wealth planning, credit, and banking needs - Partner with internal specialists to provide interdisciplinary expertise to clients when necessary - Understand clients' goals and objectives to develop and implement plans for their entire balance sheet, including holistic asset allocation, investment management, portfolio construction, and tactical asset allocation, estate planning, credit, and lending - Ensure that proposed solutions meet clients' short-, medium-, and long-term needs and goals through a holistic, goal-oriented planning approach - Maintain control over risks and control policies, regulatory guidelines, and security measures - Strict adherence to all guidelines - Partner with other client advisors on the team to maximize team strength and achieve team goals

Requirements

- Extensive experience in private banking with ultra-high-net-worth individuals from Mexico - Previous experience in business development with Mexican clients, with knowledge of profiling, negotiation, and proactively soliciting referrals - Dynamic and credible professional who communicates with clarity and possesses exceptional presentation skills - Strong organizational skills and a disciplined and organized approach to business - Experience with investment products, including but not limited to: Asset allocation, structured products, managed portfolios, brokerage accounts, portfolio reviews, deposit and credit solutions, basic trust and estate products, and identification of wealth planning opportunities - Good reputation with an established network in Mexico - Fluent in Spanish and English

Preferred qualifications

- Asset allocation/multi-asset class portfolio or sales experience is advantageous - Chartered Financial Analyst (CFA) is a plus - Ability to thrive in an internal culture that values innovation, customer service, internal partnership, and entrepreneurship

We offer

A culture of performance, transparency, and partnership driven by objective, transparent goals and active teamwork to promote success.