Asesor Banca Plus Empresas

Santander

Mexicali permanent

Posted: February 1, 2026

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Quick Summary

Asesor Banca Plus Empresas is a financial services company that provides investment advice and portfolio management services to clients. The role involves analyzing market trends, identifying opportunities, and making recommendations to clients. The ideal candidate should have a strong analytical background and excellent communication skills.

Required Skills

Sales Customer Service Financial Products Risk Management Trading Client Prospecting Inventory Management POS Systems Promotion Manual Procedures

Job Description

Asesor Banca Plus Empresas

Country: Mexico

1.-Promocion y venta productos derivados, cambios y notas estructuradas mediante la atención de clientes autorizados y segmentados
2.- Asesoria a clientes autorizados y segmentados en mercados financieros
3.- Cotización de operaciones derivadas mediante el manejo de calculadoras y sistemas
4.- Prospección de clientes mediante la informacion y estrategia generada por áreas centrales
5.- Responsables de la gestion de precios en inversiones en cada una de las carteras (parametrizan las tasas y gestionan los spread)
6.- Prospeccion y atraccion de nuevos clientes de inversiones.
7.- Se encargan la promocion de productos revisando el modelo de comercializacion por perfil de cliente.
8.- Responsables de practicas de venta, cierre de ventas de acuerdo al manual de políticas y procedimientos.

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