PREFERRED EXECUTIVE

Description

Position Summary: Provide comprehensive advisory services to preferred customers, managing assets and liabilities to foster loyalty, enhance portfolio profitability, and ensure an outstanding customer experience. Key Highlights: 1. Comprehensive advisory services for a portfolio of preferred customers. 2. Asset and liability management to enhance portfolio profitability. 3. Ensuring excellence in service quality. The mission of this position is to serve, sell, and collect from customers within the preferred segment (employees) and their related parties, through comprehensive advisory services, managing the assets and liabilities of assigned portfolio customers, ensuring achievement of commercial targets, and making all available services and products accessible to achieve customer loyalty, portfolio profitability, and an exceptional customer experience. In this role, you will have the opportunity to: \- Provide comprehensive advisory services to your assigned portfolio, offering products such as consumer loans, checking accounts, investments, insurance, mortgages, among others. \- Properly manage the profitability of your assigned portfolio according to segment. \- Contribute to achieving the team’s overall financial targets, pursuing long-term profitability and customer relationships with bank clients. * Ensure excellence in service quality for your assigned preferred customer portfolio. To succeed in this position, you need: \- A professional degree relevant to the commercial area.\- Four years of experience in the high-net-worth / affluent segment as a Relationship Manager in banking. Simplified CAMV certification upon assuming the position.