Asesor de Patrimonios: Inversiones y Planificación

Placements24; Puebla de Zaragoza; Hybrid; MXN 600,000 - 900,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Hybrid work

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Client relations

Financial planning

CRM software

Portfolio knowledge

Communication skills

Education

Bachelor’s degree in Finance/ Economics

Tools

CRM systems

Financial planning software

Job description

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.