PC Banker
DESCRIPTION : Duties : Responsible for sale and implementation of investment, banking, and trust / estate products to core clients in the Mexico market.
Shape the client's experience and engage the company's resources to deliver complete wealth management solutions, ensuring that proposed products and services maximize the clients' needs, goals, and objectives for financial planning.
Review accounts to ensure that each client has a completed profile, is introduced to the appropriate product specialists, and that accounts are properly maintained and serviced.
Analyze balance sheets and understand clients' objectives to invest, customizing recommendations that assess risk and return.
Develop lending proposals that encompass a diverse range of financing options, effectively meeting client's liquidity and short / long term needs while maximizing profitability.
Participate in new client acquisition and retention using broad knowledge of investments, banking, trust services, and financial planning.
Build trust and relationships with clients, and help coordinate other financial specialists to provide interdisciplinary expertise.
QUALIFICATIONS : Minimum education and experience required : Bachelor's degree in Economics, Finance, Business, or related field of study plus 2 years of experience in the job offered or as PC Banker, Banker Associate / Analyst, or related occupation.
- Skills Required : Requires experience in the following : private banking client acquisition; private banking services including investments, loans, and trusts and estates;
- developing relationships with, and articulating financial planning strategies and investment solutions including pre- transaction planning strategies and customized lending options to, ultra-high net worth current and prospective Latin American (LATAM) clients;
- constructing private banking client profiles and wealth portfolios based on current economic conditions; global practices within the private banking industry;
- cross-border banking regulations and laws applied to financial planning; creating presentations for clients using Microsoft PowerPoint and Adobe Acrobat PDF Pro;
and comparing potential allocation strategies & generating multi-period projections based on complex market conditions using Monte Carlo Simulation analysis.
Job Location : 712 Main Street, Houston, TX 77002. This position requires up to 30% international travel.
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