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AM PB - Prospecting - Intern

Req #: 180015014
Location: México, DIF, MX
Job Category: Relationship Management/Sales
Job Description:
Help the Private Banking activitiesderiving from the implementation of the following activities: build presentations, generating portfolios. Additionally, it will help in investment activities:
  • Maintenance of financial databases
  • Help in creating tailored portfolios
  • Support in thepreparation of investment proposalsand presentations to customers
  • Develop analysisof industries and regional customers.

  • Excellent interpersonal skills, both written and oral.
  • Proactive, detail-oriented Attitude.
  • Able  to do several tasks at once and know how to prioritize effectively.
  • Problem Solving
  • Absolute Discreción to engage in confidential issues
  • Ability to work both individually and as a team
  • Studying business administration, finance, engineering, economic and /or Accounting
  • Bilingual; Spanish and English
  • Advanced ExcelManagement
  • Ease in school hours
  • General knowledge of the market and financial instruments
  • Ability to hold talks with customers
  • General knowledge of Private Banking business.
  • About 3 or 4 semestersto finish the race
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