Description du poste

• Prospecting and acquiring new clients and new assets of U/HNWI private clients from the Mexican market

• Advising both existing as well as new clients on all aspects of their financial needs

• Closely monitoring the financial markets and the trends in the field of international wealth management

• Define and execute a business plan based on the team's clientele and network of relations

Profil attendu

• Currently working in a bank , an EAM, a multi-family office or a financial institute

• Minimum 5 years in a similar position

• Currently managing and owning a portfolio of private clients