High Value Client Advisor

Responsibilities

• Manage and provide personalized advisory services to a high-value client portfolio, including public figures, executives, and high-ranking officials.
• Strengthen commercial and reputational relationships through a differentiated value proposition of specific financial products.
• Drive client loyalty, cross-selling, and profitability by identifying specialized financial needs and opportunities.
• Ensure compliance with all current regulations, service models, and internal processes to mitigate risks and sanctions.
• Improve Net Promoter Score (NPS) levels by providing high-quality service and resolving client issues effectively.
• Coordinate with internal areas and specialized support centers to provide seamless solutions for client needs.

Requirements

• Bachelor's degree in Administration, Economics, Finance, or Accounting.
• Minimum of one year of experience in commercial roles within a Financial Group (GFB).
• Proficiency in Microsoft Office (at least 80%).
• Ability to visit clients in person.
• Proactive decision-making skills and a professional image.

Preferred Qualifications

• English language proficiency (50% or higher is desirable).

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 is the perfect formula to be the best team in the financial sector.