Investment Counsellor

The Investment Counsellor is an experienced investment advisor focused on supporting private bankers in all investment themes with clients. He is an expert in the variety of products the bank offers its clients, and must know the key differences with products offered by the competition so he can highlight to the client the benefits of our product offering. The IC can become the direct contact with the client in any investment theme. He is focused on advising HNWI and UHNWI; which normally diversify investments with more institutions.

The personalized attention to all clients is key to making a difference with other banks, as well as a deep understanding of client´s needs so he can help diversify their portfolios with a long term view and cultivate a durable relationship with clients to meet their financial needs through a wide variety of products including discretionary mandates(starting at 5 million pesos and 20 million pesos); and tailor‑made portfolios (for clients wit...