{"version":"0.1","company":{"name":"YubHub","url":"https://yubhub.co","jobsUrl":"https://yubhub.co/jobs/city/oaxaca-de-juarez/"},"x-facet":{"type":"city","slug":"oaxaca-de-juarez","display":"Oaxaca De Juarez","count":1},"x-feed-size-limit":100,"x-feed-sort":"enriched_at desc","x-feed-notice":"This feed contains at most 100 jobs (the most recently enriched). For the full corpus, use the paginated /stats/by-facet endpoint or /search.","x-generator":"yubhub-xml-generator","x-rights":"Free to redistribute with attribution: \"Data by YubHub (https://yubhub.co)\"","x-schema":"Each entry in `jobs` follows https://schema.org/JobPosting. YubHub-native raw fields carry `x-` prefix.","jobs":[{"@context":"https://schema.org","@type":"JobPosting","identifier":{"@type":"PropertyValue","name":"YubHub","value":"job_9cc94a5d-f6f"},"title":"Banquero Patrimonial Oaxaca","description":"<p>This role involves managing and developing relationships with high-net-worth clients, providing professional and personalised service.</p>\n<p>The successful candidate will have an understanding of financial planning principles and be able to identify client needs, recommend suitable solutions, and contribute to sustainable growth.</p>\n<p>Key responsibilities:</p>\n<ul>\n<li>Attract and acquire new high-net-worth clients</li>\n<li>Manage a portfolio of approximately 500-700 million pesos</li>\n<li>Conduct in-depth financial reviews of clients and prospects</li>\n<li>Analyse client situations, goals, and needs to recommend suitable financial solutions</li>\n<li>Promote portfolio growth in terms of assets under management, total operating income, and profitability</li>\n<li>Design and implement strategies to increase portfolio diversification</li>\n<li>Identify investment opportunities and recommend products</li>\n<li>Strengthen client retention and growth</li>\n<li>Generate new business through referrals and recommendations</li>\n<li>Maintain long-term relationships based on trust and quality service</li>\n<li>Collaborate with colleagues to offer integrated solutions</li>\n<li>Ensure clear and effective communication with clients and internal teams</li>\n<li>Comply with institutional guidelines and regulations</li>\n</ul>\n<p>Requirements:</p>\n<ul>\n<li>Bachelor&#39;s degree in economics, administration, or related field</li>\n<li>Master&#39;s degree desirable</li>\n<li>Minimum 2 years of experience in banking or wealth management</li>\n<li>Experience in managing high-net-worth client portfolios</li>\n<li>AMIB Figure 3 certification required</li>\n<li>Intermediate to advanced English proficiency desirable</li>\n</ul>\n<p>Technical knowledge:</p>\n<ul>\n<li>Financial markets and capital</li>\n<li>Investment products and solutions</li>\n<li>Financial instruments and diversification alternatives</li>\n<li>Financial planning and wealth analysis</li>\n<li>Macroeconomics and key economic variables</li>\n<li>Asset management and portfolio profitability</li>\n<li>Client profiling and knowledge</li>\n<li>Regulations and best practices for financial product sales</li>\n</ul>\n<p>Competencies and skills:</p>\n<ul>\n<li>Client orientation and relationship-building</li>\n<li>Effective communication</li>\n<li>Negotiation and persuasion skills</li>\n<li>Commercial focus and results-driven approach</li>\n<li>Financial analysis capabilities</li>\n<li>Business opportunity identification</li>\n<li>Problem-solving</li>\n<li>Planning, organisation, and follow-up</li>\n<li>Collaborative work and synergy generation</li>\n<li>Adaptability and priority management</li>\n<li>Integrity, responsibility, and regulatory compliance</li>\n</ul>\n<p>Key performance indicators:</p>\n<ul>\n<li>Assets under management growth</li>\n<li>Total operating income growth and portfolio profitability</li>\n<li>Client retention and satisfaction</li>\n<li>Acquisition of new clients</li>\n<li>Client and asset growth through referrals</li>\n<li>Product and solution diversification per client</li>\n<li>Commercial, regulatory, and service objective achievement</li>\n</ul>\n<p style=\"margin-top:24px;font-size:13px;color:#666;\">Job Data by <a href=\"https://yubhub.co\">YubHub</a>.</p>","url":"https://portal.careers.hsbc.com/careers/job/563774612615097","directApply":true,"hiringOrganization":{"@type":"Organization","name":"Intl Wealth & Premier Banking","sameAs":"https://portal.careers.hsbc.com","logo":"https://logos.yubhub.co/portal.careers.hsbc.com.png"},"x-apply-url":"https://portal.careers.hsbc.com/careers/job/563774612615097","x-work-arrangement":null,"x-experience-level":"senior","x-job-type":"full-time","x-salary-range":null,"x-skills-required":["Financial planning","Investment products","Financial analysis","Client relationship-building","Communication","Negotiation","Problem-solving","Planning","Organisation"],"x-skills-preferred":["English","Macroeconomics","Asset management","Client profiling","Regulatory compliance"],"x-benefits":[],"x-licences":[],"x-visa-sponsorship":"unknown","x-visa-sponsorship-text":null,"x-work-authorisation":"unknown","x-work-authorisation-text":null,"datePosted":"2026-11-10T20:47:10.715Z","jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Oaxaca de Juarez, Oaxaca"}},"employmentType":"FULL_TIME","occupationalCategory":"Finance","industry":"Finance","skills":"Financial planning, Investment products, Financial analysis, Client relationship-building, Communication, Negotiation, Problem-solving, Planning, Organisation, English, Macroeconomics, Asset management, Client profiling, Regulatory compliance"}]}