Prevailing Wage SOC Title :Sales Agents, Securities and Commodities
Prevailing Wage Skill Level:Level IV
Prevailing Wage:136864
Prevailing Wage Unit of Pay:Year
Prevailing Wage Source:OES
Prevailing Wage Other Source:
Prevailing Wage Determination Date :2021-07-14
Prevailing Wage Expiration Date :2022-06-30
Wage Offer From:300000
Wage Offer To:
Wage Offer Unit of Pay:Year
Workstie Address Line 1:712 Main Street
Worksite Address Line 2:
Worksite City :Houston
Worksite State:TEXAS
Worksite Postal Code:77002
Job Title:Banker
Minimum Education:Bachelor's
Other Degree/ Diploma:
Major Field of Study:Business Administration
Required Training:N
Required Training Month:
Required Field of Training:
Required Experience :Y
Required Expreience Months :84
Accept Alternate Field of Study:Y
Accept Alternate Major:Finance, Accounting, or related field of study
Alternate Combination of Education/ Experience:Y
Required Alternate Level of Education :Master's
Other Alternate Level of Education:
Acceptable Years of Experience:5
Accept Foreign Educationa:Y
Acceptable Alternate Occupation:Y
Acceptable Alternate Occupation Month:84
Accept Alternate Job Title:Private Banking or Financial Servicesrelated occupation
Normal Requirements of Job Opportunity:N
Required Foreign Language:N
Specific Skills: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. This position requires a Bachelors degree in Business Administration, Finance, Accounting, or related field of study plus seven 7 years of experience in the job offered or seven 7 years of experience in 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; articulating 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 managed portfolios; private banking asset allocation on brokerage accounts; private banking mortgages; 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 and estate planning; 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; Venture Capital; Real Estate; Hedge Funds including Macro, LongShort Equity, EventDriven, and Relative Value; Mutual Funds and Liquid Alternatives; Structured Products including Phoenix Notes, Buffered Return Enhanced Notes, Callable Enhanced Market Plus, Annual Review Notes, Credit Linked Notes, Reverse Convertibles, and Dual Directional Buffered Equity Notes; Commodities; Foreign Exchange and Rates; and Derivatives including Listed Options, OvertheCounter, Credit Derivatives, Asset Swaps, Credit Spread Options and Bonds, Nondeliverable Forwards, CrossCurrency Swaps, and Interest Rate Swaps. This position requires up to 25 domestic and international travel.
Combination Occupation :N
Offered to Applied Foreign Worker:Y
ForeignWorker Live on Premises :N
Live in Domestic Service Worker:N
Employment Contract :
Professional Occupation :Y
College/ University Teacher:N
Competitive Process:
Basic Recruitment Process :
Teacher Select Date:
Teacher Publish Journal Name:
Additional Recruitment Information:
Job Oder Start Date:2021-07-28
Job Oder End Date:2021-08-29
Sunday Edition Newspaper:Y
First Newspaper Name:Houston Chronicle
First Advertisement Start Date:2021-08-15
Second Newspaper Name:Houston Chronicle
Second Advertisement Type:Newspaper
Second Ad Start Date:2021-08-22
Job Fair From Date:
Job Fair to Date:
On Campus Recruiting from Date:
On Campus Recruiting to Date:
Employer Website from Date:2021-08-11
Employer Website to Date:2021-08-25
Pro. Org. Ad from Date:
Pro.Org. Ad to Date:
Job Search Website from Date:2021-08-13
Job Search Website to Date:2021-08-20
Private Employment Firm from Date:
Pricate Employment Firm to Date:
Employee Referral Program from Date:
Employee Referral Program to Date:
Campus Placement from Date:
Campus Placement to Date:
Local Ethnic Newspaper from Date:2021-08-20
Local Ethnic Newspaper to Date:2021-08-20
Radio/TV Ad from Date:
Radio/TV Ad to Date:
Employer Received the Payment:N
Payment Details:
Bargaining Representative Notified:N/A
Posted Notice at Worksite:Y
Layoff in Past Six Months:N
US Worker Considered:
Country of Citizenship:MEXICO
Foreign Worker Birth Country:MEXICO
Class of Admission :TN
Employee Info
Foreign Worker Education:Bachelor's
Foreign Worker Education Other:
Foreign Worker Major:BUSINESS ADMINISTRATION
Year of Compelted Education:2007
Foreign Worker Istitution of Eduation:INSTITUTO TECNOLOGICO Y DE ESTUDIOS SUPERIORES DE MONTERREY
Foreign Worker Education Instution Address Line 1:AV. EUGENIO GARZA SADA 2501 SUR, TECNOLGICO
Foreign Worker Education Institution Address Line 2:
