Ejecutivo(a) de Ventas de Fideicomisos

About the role

CCB Trust is looking for a proactive Sales Executive specialized in fiduciary trusts. The role focuses on expanding the trust portfolio by acquiring new clients, nurturing existing relationships, and guiding customers through the structuring and formalization of trust solutions.

Key responsibilities

• Identify and attract new clients for fiduciary products and services.
• Manage and follow up on business opportunities, ensuring an excellent client experience.
• Advise clients and prospects on tailored fiduciary solutions.
• Coordinate internal documentation and formalization processes for new trust arrangements.
• Achieve commercial targets and contribute to the growth of the fiduciary client portfolio.

Required profile

• Degree in Law, Banking & Finance, Business Administration or a related field.
• 2‑3 years of experience in fiduciary services or sales of financial products.
• Strong knowledge of trusts, fiduciary services, and the banking sector.

Required skills

• Proficiency with Microsoft Office.

What we offer

• Life and hospitalization insurance, corporate clinic, and lactation room.
• Christmas bonus and access to a wide range of financial products.
• Discounts at over 300 national merchants.
• Continuous training, educational plans, and English courses.
• Clear career growth opportunities in a dynamic, collaborative environment.