
Posted 3 days ago
Banquero Select
SantanderBanquero Select
Perks & benefits
CommissionHealth Insurance
Requirements
3 years in similar roles, Degree in economics or administration, AMIB 3 certification preferred
Skills
BankingCRM
About the role
Responsibilities
- Manage and grow a high-net-worth client portfolio by offering specialized financial products and services to ensure loyalty and profitability.
- Maintain and increase the profitability of credit and deposit portfolios through value-added products, insurance, and commercial levers.
- Manage investment portfolios by respecting client profiles, needs, and investment horizons.
- Execute daily calls and effective visits to prospects and current clients to ensure deep portfolio knowledge.
- Plan weekly activities according to commercial systematic definitions, prioritizing key commercial focuses.
- Ensure excellence in service by following up on commitments, operations, and inquiries to build long-term relationships.
- Comply with all operational regulations regarding account openings, client knowledge, and relevant operation detection.
Requirements
- Minimum of 3 years of experience in similar banking or financial roles (mandatory).
- Completed Bachelor's degree in Economics, Administration, or a related field (mandatory).
- Strong focus on customer service excellence and relationship management.
Preferred Qualifications
- AMIB 3 certification.
Benefits
- Competitive and fair compensation package reflecting your impact and value.
- Access to BeHealthy, a global wellness program designed to support integral well-being.
- Opportunities for professional growth, international mobility, and extensive career paths.
About the Company
Santander is evolving from a high-impact global brand into a technology-driven organization with people at its center. We are leading a customer-centric transformation that values disruptive thinking, courage, and innovation. Our mission is to help more people and businesses prosper through a strong culture of risk management and excellence in retail and commercial banking.
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Santander · Veracruz
