PREFERRED CLIENT MANAGER

Description

Position Summary: We are seeking a Preferred Client Manager for Banorte, responsible for delivering personalized service to high-value clients, aiming to ensure their satisfaction and loyalty. Key Highlights: 1. Transforms and innovates the country in the financial sector 2. Specialized preferential service and attention 3. Strategic investment management and portfolio growth **Location:** VICTORIA, Tamaulipas, MX **Category:** Commercial Banking/Branches **Requisition ID:** 121343 **PREFERRED CLIENT MANAGER** **Victoria, Tamaulipas** At Banorte, we seek unique, strong, and extraordinary talent that drives the transformation and innovation of our country, becoming a powerful ally to grow robustly with Mexico. We firmly believe that the combination of solidarity, innovation, respect, loyalty, and responsibility is the perfect formula to become the best team in the financial sector. **Position Objective:** To provide personalized service to the highest-value portfolio clients, as well as those referred by Senior Management, through a specialized preferential service and attention model, supported by the commercial network, with the objective of growing the comprehensive relationship, profitability, satisfaction level, and loyalty of clients under one's management. Ensure compliance with objectives established by the General Directorate of Commercial Banking and the Executive Directorate of the Commercial Model for the portfolio client segment. Each day you will face **new and interesting challenges** in your role, for which you will be responsible for: * Advising current portfolio clients and prospects within the segment on strategic investment management to generate comprehensive Banorte clients. * Acquiring new clients to increase your deposit and credit portfolio—and thereby your contribution. * Conducting visits to your portfolio clients, new prospects, and clients referred by Senior Management, to advise them and propose solutions to their requirements and needs. * Supporting other Banorte areas that refer high-value prospective clients, accompanying them during visits. * Assisting in resolving special requests from portfolio clients, with support from the High-Value Client Service Directorate. * Contacting and/or conducting periodic visits to your portfolio clients to monitor their satisfaction level and maintain an appropriate business relationship. * Promptly following up on requested and delivered services to safeguard the comprehensive relationship with the client, maintaining constant communication and verifying that the received service is of high quality and aligned with their requests (requirements, products placed, information requested, investments, etc.). * Enhancing the business relationship of referred clients in coordination with Regional Directorates and the Territorial Directorate, to acquire new comprehensive and loyal Banorte clients. * Promoting hyper-personalized offers targeted at clients in your portfolio, to facilitate cross-selling of products. **Requirements:** * Professional education: Bachelor’s degree in Administration, Finance, Engineering, Marketing, or related field. * Years of experience: 5 years in the banking sector. * Areas of experience: Commercial positions. * Direct experience in serving clients with high-value investments. * Knowledge of investments and funds. * High-level relationship management. * Required knowledge: Microsoft Office; AMIB certification desirable. * Languages: English 80%. At Banorte, we operate under a principle of equal opportunity. Therefore, we do not discriminate based on age, ethnic origin, nationality, gender, sexual orientation, marital status, social condition, health status, religious beliefs, political doctrine, or disability.