Private Banker (Director Level)

DESCRIPTION INVEX FINANCIAL GROUP, one of the largest Mexican companies in the country. We have over 30 years on the market. Currently, we are looking for your talent as: PRIVATE BANKER (DIRECTOR LEVEL) Points to consider in activities: Commercial experience with high net worth clients Direct relationship with patrimonial clients minimum 10 years Portfolio management test of at least 500 million pesos in AUMs Ability to acquire and manage assets and liabilities of a portfolio. Strong analytical skills, attention to detail, and ability to work under pressure. Experience in financial planning, investment advice, and wealth management. Knowledge of financial markets, instruments, and regulations. Ability to communicate effectively with clients and colleagues. Familiarity with Microsoft Office, particularly Excel. Ability to work independently and as part of a team.