Cont. from F.6A 2021 WILLIS TOWERS WATSON GENERAL INDUSTRY MIDDLE MANAGEMENT, PROFESSIONAL, AND SUPPORT COMPENSATION SURVEY U.S. 04012021br br 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 Finance, Business Administration, Management, Economics, or related field of study plus three 3 years of experience in the job offered or three 3 years of experience as an Investment Banker, BankingProspecting Analyst, or related role. The employer will alternatively accept a Masters degree and one 1 year of experience in lieu of a Bachelors degree and three 3 years of experience. This position requires experience with the following skills and technologies achieving financial sales success in facing UltraHigh Net Worth private clients; obtaining referrals, prospecting and converting prospects to UltraHigh Net Worth clients with portfolios of at least 25 million in market value; relationship management; asset allocation; portfolio construction and portfolio reviews; marketing of traditional portfolio investments including equity, fixed income, foreign exchange, securities, and mutual funds; marketing of deposit solutions, margin loans and structured loans; advising on basic trust and estate planning alternatives; identifying wealth and succession planning opportunities; working with Mexican private banking UltraHigh Net Worth individuals and the Mexican familyowned business community; maintaining relationships with Mexican professional centers of influence such as Mexican law firms, Mexican tax advisors, or Mexican multifamily advisor community; establishing, developing, and maintaining relationships with UltraHigh Net Worth clients in Mexico; and using knowledge of political, economic, and business events in Mexico, as well as any changes in Mexicos corporate law and personal tax concepts, to advise UltraHigh Net Worth clients. This position requires 25 international travel.

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