{"version":"0.1","company":{"name":"YubHub","url":"https://yubhub.co","jobsUrl":"https://yubhub.co/jobs/city/villahermosa/"},"x-facet":{"type":"city","slug":"villahermosa","display":"Villahermosa","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_e882a397-6f1"},"title":"Banquero patrimonial Tabasco","description":"<p>As a Wealth Banker Tabasco, you will manage and develop relationships with assigned wealth clients, providing professional, personalized, and results-oriented attention.</p>\n<p>The role requires a broad understanding of financial planning fundamentals and methodology to identify needs, recommend suitable solutions, and contribute to sustainable growth in client assets and segment.</p>\n<p>Key responsibilities:</p>\n<ul>\n<li>Attract, prospect, and acquire new wealth clients.</li>\n<li>Manage a portfolio averaging 500-700 million pesos (MDP).</li>\n<li>Conduct in-depth financial reviews of portfolio clients and prospects.</li>\n<li>Utilize institutional financial review tools and document results properly.</li>\n<li>Analyze client situations, goals, and needs to recommend suitable financial solutions.</li>\n<li>Drive portfolio growth in assets under management (AUM), total operating income (TOI), profitability, and diversification.</li>\n<li>Design and implement strategies to increase portfolio diversification.</li>\n<li>Identify investment, financing, protection, and other financial product opportunities matching client profiles and needs.</li>\n<li>Strengthen retention and growth of existing clients.</li>\n<li>Generate new business through referrals and recommendations from current clients.</li>\n<li>Maintain long-term relationships based on trust, client knowledge, and service quality.</li>\n<li>Collaborate with peers, Premier Executives, and HSBC colleagues to offer integrated solutions.</li>\n<li>Ensure clear, timely, and effective communication with clients and internal teams.</li>\n<li>Comply with institutional, regulatory, and conduct guidelines applicable to the role.</li>\n</ul>\n<p>Requirements:</p>\n<ul>\n<li>Bachelor&#39;s degree or Engineering, preferably in economic-administrative areas.</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 and developing portfolios for wealth clients.</li>\n<li>AMIB Figure 3 certification (required).</li>\n<li>Intermediate-advanced English (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 comprehensive knowledge.</li>\n<li>Regulations and practices applicable to financial product sales.</li>\n</ul>\n<p>Competencies and skills:</p>\n<ul>\n<li>Client orientation and building trust relationships.</li>\n<li>Effective oral and written communication.</li>\n<li>Negotiation and persuasion skills.</li>\n<li>Commercial orientation and results focus.</li>\n<li>Financial analysis capability.</li>\n<li>Business opportunity identification.</li>\n<li>Problem-solving.</li>\n<li>Planning, organization, and follow-up.</li>\n<li>Collaborative work and synergy generation.</li>\n<li>Adaptability and priority management.</li>\n<li>Integrity, responsibility, and adherence to regulations.</li>\n</ul>\n<p>Key performance indicators:</p>\n<ul>\n<li>AUM growth.</li>\n<li>TOI growth and portfolio profitability.</li>\n<li>Client retention and satisfaction.</li>\n<li>Acquisition of new clients.</li>\n<li>Clients and assets obtained through referrals.</li>\n<li>Product and solution diversification per client.</li>\n<li>Compliance with commercial, regulatory, and service objectives.</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/563774612556144","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/563774612556144","x-work-arrangement":"onsite","x-experience-level":"senior","x-job-type":"full-time","x-salary-range":null,"x-skills-required":["Financial planning","Investment products","Financial instruments","Macroeconomics","Asset management","Client profiling","English"],"x-skills-preferred":["Master's degree","Intermediate-advanced English"],"x-benefits":[],"x-licences":[],"x-visa-sponsorship":"unknown","x-visa-sponsorship-text":null,"x-work-authorisation":"unknown","x-work-authorisation-text":null,"datePosted":"2026-10-30T08:38:03.433Z","jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Villahermosa, Tabasco"}},"employmentType":"FULL_TIME","occupationalCategory":"Finance","industry":"Finance","skills":"Financial planning, Investment products, Financial instruments, Macroeconomics, Asset management, Client profiling, English, Master's degree, Intermediate-advanced English"}]}