Asesor de Inversiones Patrimoniales

Placements24; Puebla de Zaragoza; Hybrid; MXN 600.000 - 900.000; Vollzeit

Benefits dieser Stelle

Health insurance

Retirement plan

Hybrid work

Zusammenfassung

Placements24 in Puebla, MX seeks an Asesor de Inversiones Patrimoniales to deliver tailored wealth management guidance for high-net-worth clients. You will craft investment plans, manage risk, and foster lasting relationships to secure growth and financial security.

Candidates should hold a Bachelor's degree in Finance, Economics, or related field and have at least 3 years in financial advisory or wealth management.

Qualifikationen

• Bachelor's degree in Finance, Business Admin, Economics, or a related field.
• Minimum 3 years in financial advisory or wealth management.
• Proven track record of client relationships and sales targets.
• Knowledge of investment products, markets, and portfolio management.
• Excellent communication, negotiation, and presentation skills.
• High ethical standards and a client-centric approach.
• Experience with planning software and CRM systems.
• Licenses like AMIB preferred.

Aufgaben

• Develop and present financial plans and investment strategies.
• Build long-term client relationships with high satisfaction.
• Identify new business opportunities to grow client base.
• Monitor portfolios and provide performance updates.
• Stay informed on market trends and investment products.
• Ensure compliance with regulations and internal policies.
• Collaborate with tax advisors and estate planners.
• Educate clients on investment principles and financial planning concepts.

Kenntnisse

Client relations

Financial planning

CRM software

Portfolio knowledge

Communication skills

Ausbildung

Bachelor’s degree in Finance/ Economics

Tools

CRM systems

Financial planning software

Jobbeschreibung

About the Role

Our client, a reputable wealth management firm, is seeking a dedicated and client-focused Asesor de Inversiones Patrimoniales to join their growing team in Puebla, Puebla, MX. This role involves providing expert financial advice and developing customized investment strategies for high-net-worth individuals and families. You will be responsible for building and nurturing strong client relationships, understanding their financial goals, and guiding them towards achieving financial security and growth. This position requires a blend of financial acumen, exceptional interpersonal skills, and a commitment to ethical client service. We are looking for a motivated professional who is eager to contribute to our client's success in the vibrant market of Puebla.

Key Responsibilities

• Develop and present comprehensive financial plans and investment strategies tailored to client needs and risk profiles.
• Build and maintain long-term relationships with clients, ensuring high levels of satisfaction and loyalty.
• Identify and pursue new business opportunities to expand the client base.
• Monitor client portfolios, providing regular performance updates and making adjustments as necessary.
• Stay informed about market trends, economic developments, and investment products.
• Ensure compliance with all relevant financial regulations and internal policies.
• Collaborate with internal specialists (e.g., tax advisors, estate planners) to provide holistic financial solutions.
• Conduct client acquisition and retention activities.
• Educate clients on investment principles and financial planning concepts.

Requirements

• Bachelor's degree in Finance, Business Administration, Economics, or a related field.
• Minimum of 3 years of experience in financial advisory, wealth management, or investment sales.
• Proven track record of successfully managing client relationships and achieving sales targets.
• Strong knowledge of investment products, financial markets, and portfolio management.
• Excellent communication, negotiation, and presentation skills.
• High ethical standards and a client-centric approach.
• Ability to work effectively both independently and as part of a team.
• Proficiency in financial planning software and CRM systems.
• Relevant licenses or certifications (e.g., AMIB) are highly preferred.

Benefits

• Competitive base salary plus commission and bonus opportunities.
• Comprehensive benefits package including health insurance and retirement plan.
• Access to exclusive investment products and research.
• Extensive training and professional development programs.
• Supportive team environment and mentorship opportunities.
• Hybrid work arrangement offering flexibility.
• Opportunities for career advancement within a respected firm.
• Client appreciation events and networking opportunities.