Ejecutivo de Negocios Banca Privada

About the role

Banco LAFISE is looking for a Private Banking Business Executive to join its Esteli branch. The role focuses on providing tailored wealth management advice to high‑net‑worth clients and driving the growth of the bank’s premium portfolio.

Key responsibilities

• Create daily investment service portfolios that match each client’s needs, risk profile, and performance goals.
• Promote the bank’s full range of products to expand the client base and increase passive deposits.
• Plan and execute visits to new, existing, and referred strategic clients to ensure loyalty and close deals.
• Handle local and regional requests efficiently.
• Coordinate daily operations with the SSBB Officers to guarantee excellent service.

Required profile

• Master’s degree in Business Administration or a related field.
• At least 5 years of experience in the banking sector, including 3 years in a business generation role.
• Advanced proficiency in English.

Required skills

• Proficiency with the Windows operating environment.