**Request ID**: 236046 As a core business for Scotia Wealth Management®, ScotiaMcLeod upholds its reputation for integrity, built on excellence in service and reliability of advice. Our advisors and teams take pride in offering innovative approaches to protect client assets and grow their wealth. By joining ScotiaMcLeod, you will provide clients with our Holistic Perspective—an unique approach that combines their ideas with ours to achieve outstanding results. You will work alongside a team of specialists focused on delivering a client-centered wealth management approach, allowing you to consider all aspects of clients’ lives, families, and businesses. Thanks to this comprehensive wealth planning focus and the specialist team supporting your delivery of this unique value proposition, your clients will have the opportunity to appreciate both the big picture and every detail. **Purpose** Contribute to the overall success of Institutional Investments at DG Casa de Bolsa in Mexico by ensuring that specific individual objectives, plans, and initiatives are carried out or fulfilled in support of the team’s business strategies and goals. Ensure that all activities conducted comply with current internal standards, policies, and procedures. **Responsibilities** * Promote a customer-centric culture to deepen client relationships and leverage the Bank's broad relationships, systems, and expertise. * Maintain and improve the service level provided to Defined Contribution and Defined Benefit Pension Funds, Savings Funds, Savings Boxes, Personal Retirement Plans, and other accounts requiring individual recordkeeping to ensure the quality of service delivered to clients. * Promote new and expanded business with existing clients through needs identification. Coordinate client-facing services provided by the Asset Management Department and the Individualization and Operations Management to present a single point of contact to the client, generating comprehensive solutions within the Institutional Investments area. * Promote new and expanded business within the Institutional Investments area across pension plans, savings and investment funds, strategic reserves, and other medium- and long-term investments requiring asset management, including those needing an individualized recordkeeping system. * Expand and strengthen business relationships with current clients, aiming to maintain client satisfaction levels and generate new business both with existing and new clients, acting as an intermediary between the client and the Sales and Marketing Department. This includes periodic client visits and meetings. Promote the sale of Institutional Investments products to prospects contacting us directly or referred by current clients, as well as across different areas of the Financial Group, to generate new business with current clients from other Group areas, enabling cross-selling and growth in revenues and managed assets. * Serve, support, advise, and train Institutional Investments clients; follow up on their requirements; strengthen business relationships; conduct overall evaluations of our service through frequent calls and periodic visits. * Improve profitability of the current client portfolio by identifying low-profitability clients and working to achieve the minimum income required by the Institutional Investments area—either by increasing business through additional products (Savings Fund, Savings Box, or Pension Plan) or by increasing asset values within existing contracts, or by charging fees for services provided. * Negotiate service fees with prospects and new clients according to each client’s individual circumstances and in accordance with established policies. Monitor and ensure complete implementation of the service or product for newly assigned clients, including documentation, commission billing process, configuration of the individualization system, operational start-up, and handover to the specialized Client Service department. * Understand the Bank's risk culture and how risk appetite should be considered in daily activities and decisions. * Comply with vacation policy guidelines; no work-related activities should be performed during vacation periods, otherwise corresponding penalties will apply according to the Internal Work Regulations. * Adhere to, receive, and read the Code of Conduct and all other applicable policies, to ensure the safety of the Bank and carry out all activities in accordance with our Code, which contains the behavioral standards to be observed by individuals providing Investment Services, as well as compliance with various institutional policies, guidelines, manuals, procedures, mechanisms, parameters, and tools established by GFSBI for the proper provision of Investment Services to Entity clients. **We Offer:** * Base salary * Food vouchers * Direct hiring with the Institution * Benefits exceeding legal requirements * 30-day Christmas bonus * 20 vacation days per year * Major Medical Expense Insurance * Life Insurance **Requirements:** * Bachelor's degree in administration, actuarial science, finance, or economics * Extensive knowledge of Social Security Plans and Investment Mandates * AMIB Figure 3: Investment Strategy Advisor * Ongoing courses in AML, Ethics, and best practices * Strong investment knowledge * Advanced English (desirable) * Intermediate Office software skills * Willingness to travel At Scotiabank, we value the unique skills and experiences each person brings to the bank and are committed to creating and maintaining an inclusive and accessible environment for everyone. All employees must comply with the bank's policies, standards, codes, and guidelines related to non-discrimination and workplace accommodations. "If you require any kind of accessibility accommodation during the process, please inform our Talent Acquisition team" \*\*Scotiabank is an inclusive company that respects diversity and does not engage in any form of discrimination\*\* \*\*Under no circumstances does it require pregnancy or HIV tests\*\* Thank you for your interest. However, only candidates selected for interviews will be contacted. Location(s): Mexico : Mexico City : Miguel Hidalgo Scotiabank is a leading bank in the Americas. Inspired by our corporate purpose, "for our future," we help our clients, their families, and communities succeed through a comprehensive range of advice, products, and services in personal and commercial banking, wealth management, private, corporate, and investment banking, and capital markets. At Scotiabank, we value the unique skills and experiences each person brings to the Bank and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you need any type of accommodation (such as an accessible location for the interview, documents in alternative formats, a sign language interpreter, or assistive technology, among others) during the recruitment and selection process, please inform our Recruitment team. If you need technical support, click here. Candidates must apply directly online if they wish to be considered for this position. We thank all candidates for their interest in this professional opportunity at Scotiabank, but only those selected for an interview will be contacted.