Description
iCodde, in partnership with a prestigious banking institution, is hiring a Private Banking Executive in Guadalajara to prospect high-net-worth individual clients, manage and service their investment portfolios, promote financial instruments, develop personalized investment proposals, follow up on renewals and maturities, maintain client files, and ensure compliance with anti-money laundering and Know Your Customer requirements. The role requires 2 to 5 years of customer service or commercial experience in the financial sector, a bachelor’s degree in a relevant field, and proficiency with Microsoft Office and Excel. Benefits include a competitive salary, variable commission, statutory benefits, a year-end bonus, medical insurance, and additional perks.
