Confidential Careers
8 months ago
Trust and Fideicomisos Wealth Manager
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Company information
- Company
- Confidential Careers
- Location
- México Mexico
- Posted
- 8 months ago
Job description
KAM of Patrimonial Projects and Investment Objective of the Position Provide comprehensive support to current and potential clients who are in the process of structuring a patrimonial strategy and/or investment, ensuring the correct implementation of projects through consultative, technical, and operational management. Its purpose is to consolidate the client–company relationship through personalized service, efficient follow-up, and professional management of fiscal information, financial planning, and portfolio optimization.
Required skills
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