The employer is reiterating that there have been no layoffs in the area of intended employment in the occupation involved in this application or in a related occupation within the 6 months immediately preceding the filing of this application. Please see Field Ie26.br br This position requires a Bachelors degree in Accounting, Business Administration, Finance, or related field of study plus seven 7 years of experience in the job offered or seven 7 years of experience as a Private Banking or Financial Servicesrelated occupation. The employer will alternatively accept a Masters degree plus five 5 years of experience in lieu of a Bachelors degree plus seven 7 years of experience. This position requires experience with the following skills developing relationships with, conducting portfolio reviews with, identifying wealth planning opportunities for, and delivering financial services to Ultra High Net Worth private banking clients in Mexico; presenting private banking financial planning strategies and investment solutions, including pretransaction planning strategies and customized lending options, to current and prospective Mexican clients; crossborder compliance policies, procedures, laws, and regulatory requirements for the financial industry in Mexico; private banking asset allocation on structured portfolios; private banking asset allocation on brokerage accounts; private banking deposit and loan solutions; private banking trusts and estates products; selling financial products using a team selling approach; prospecting, profiling, and acquiring new private banking clients by overcoming client objections, negotiating with clients, closing sales, and obtaining referrals for new business; coordinating the work of product specialists across credit, investments, succession planning, banking, fiduciary, and trusts; liaising within private banking core client space and professional centers of influence; constructing private banking client profiles and wealth portfolios based on current economic conditions; global practices within the private banking industry; analyzing legal documents related to finance; Know Your Customer KYC industrywide practices; creating presentations for clients using Microsoft PowerPoint and Adobe Acrobat PDF Pro; running portfolio analysis and financial modeling using Microsoft Excel; and accessing economic news and financial market dataanalytics. This position requires experience with the following asset class products Global Equities; Taxable Fixed Income; Private Equity; Real Estate; Mutual Funds and Liquid Alternatives; Structured Products including Phoenix Notes, Buffered Return Enhanced Notes, Callable Enhanced Market Plus, and Dual Directional Buffered Equity Notes; Commodities; and Foreign Exchange and Rates. This position requires up to 25 domestic and international travel.
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