Posted a day ago
Auxiliar Patrimonial
BanorteAUXILIAR PATRIMONIAL
Requirements
Licenciatura en Finanzas, Economía o Contabilidad, Mínimo 1 año de experiencia en sector financiero, Conocimientos en área bursátil, Certificación AMIB Figura 1, 2 o 3 deseable, Manejo avanzado de Microsoft Office
Skills
FinanceAccountingMicrosoft Office
About the role
Responsibilities
- Support the Private Banking Director in the administration of the area
- Apply knowledge of the stock market and brokerage house regulations
- Follow up on contracts, operations, and operational support tasks
- Perform various administrative duties to ensure smooth area operations
- Manage and archive documentation for the Private Banking Director's client portfolio
- Handle calls from both internal and external clients with excellence in service
Requirements
- Bachelor's degree in Finance, Economics, or Accounting
- Minimum of 1 year of experience in the financial sector (Banks, Insurance, or Brokerage houses)
- Strong knowledge of the stock market area
- Advanced proficiency in Microsoft Office suite
- Ability to work effectively in a team environment with a strong vocation for customer service
Preferred Qualifications
- AMIB Certification (Figura 1, 2, or 3)
About the Company
Banorte is a leading financial institution dedicated to driving transformation and innovation in Mexico. We believe that the combination of solidarity, innovation, respect, loyalty, and responsibility makes us the best team in the financial sector.
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Banorte · Mexico City
