Job Summary: We are seeking a professional to make an impact in the financial industry by managing assets and liabilities of preferred clients and ensuring achievement of commercial targets through comprehensive advisory services. Key Highlights: 1. Comprehensive advisory services to the assigned portfolio using various financial products. 2. Manage the profitability of the assigned portfolio according to segment. 3. Contribute to achieving the team’s overall financial targets. Are you ready to take center stage and do things differently? If you want to make a real impact on people while reinventing the financial industry, Bci is the place for you. The mission of this position is to serve, sell, and collect from preferred segment clients and their relationships through comprehensive advisory services, managing the assets and liabilities of clients within the assigned portfolio, ensuring achievement of commercial targets, and making all available services and products accessible to foster client loyalty, optimize wealth profitability, and ensure an outstanding client experience. **In this role, you will have the opportunity to:** * Provide comprehensive advisory services to the assigned portfolio, offering products such as consumer loans, checking accounts, investments, insurance, mortgages, among others.\- Properly manage the profitability of the assigned portfolio according to segment.\- Contribute to achieving the team’s overall financial targets, focusing on wealth optimization and long-term client relationships with the bank.\- Guarantee excellence in service quality for the assigned preferred portfolio. **To succeed in this position, you need:** * A university degree in a field related to commercial activities.\- At least four years of experience in the high-net-worth / affluent segment.\- Simplified CAMV certification obtained upon assuming the position.
Sofía Muñoz
MyJob · HR
Sofía Muñoz
MyJob · HR
