Asesor financiero en cambios

Masari Casa de Bolsa; Hermosillo; Presencial; MXN 300.000 - 540.000; Jornada completa

Descripción de la vacante

Masari Casa de Bolsa in Hermosillo, Sonora, seeks an experienced financial advisor to guide clients through foreign exchange operations, investments, and tailored strategies aligned with individual risk profiles.

You will assess client needs, prepare personalized proposals, monitor market trends, and provide timely recommendations while managing client portfolios and maintaining rigorous compliance and documentation.

Formación

• Strong skills in financial planning and retirement planning.
• Solid knowledge of finance and investments to evaluate opportunities.
• Experience in financial advisory to provide personalized guidance on FX and investments.
• Academic background in finance, economics, business, or related field.
• Proficiency in analyzing financial data, market indicators, and currency movements.
• Excellent communication and interpersonal skills.
• High integrity, attention to detail, and regulatory compliance.
• Experience in brokerage, banking, or foreign exchange services is an advantage.

Responsabilidades

• Advise clients on foreign exchange operations, investments, and financial strategies.
• Assess client needs and prepare tailored financial proposals.
• Monitor market trends and provide timely recommendations.
• Manage client portfolios and maintain accurate records and compliance.
• Build long-term client relationships and collaborate with internal teams to expand the client base.

Conocimientos

Financial planning

Finance and investments

Financial advisory

Academic background in finance/economy

Analyzing financial data

Communication skills

Integrity and attention to detail

Regulatory/ethical standards

Brokerage/FX experience

Educación

Finance/Economics/Business degree

Descripción del empleo

Company Description

Masari Casa de Bolsa is a Mexican financial institution specializing in high-quality securities and foreign exchange services. The organization focuses on understanding each client’s needs and plans in order to design personalized investment alternatives. With a vision to deliver innovative services with global reach, Masari leverages new technologies to stay at the forefront of the financial sector. Since its founding, the company has remained aligned with its core values, including integrity, professional support, and diligent client care. Masari offers a professional environment for financial advisors who want to contribute to a client-centered, innovation-driven culture.

Role Description

The Asesor financiero en cambios is a full-time, on-site role based in Hermosillo, SON. The role involves advising clients on foreign exchange operations, investment opportunities, and financial strategies aligned with their objectives and risk profiles. Day-to-day tasks include assessing client needs, preparing tailored financial and currency exchange proposals, monitoring market trends, and providing timely recommendations. The advisor will manage client portfolios, ensure regulatory and internal compliance, and maintain precise records of transactions and follow-ups. The role also includes building long-term client relationships, collaborating with internal teams, and participating in initiatives to expand the client base.

Qualifications

• Strong skills in Financial Planning and Retirement Planning to design comprehensive strategies for clients.
• Solid knowledge of Finance and Investments to evaluate market opportunities and manage portfolios.
• Experience in Financial Advisory to provide personalized guidance on foreign exchange and investment decisions.
• Relevant academic background in Finance, Economics, Business, or a related field.
• Proficiency in analyzing financial data, market indicators, and currency movements.
• Excellent communication and interpersonal skills to build trust and explain complex concepts clearly.
• High level of integrity, attention to detail, and adherence to regulatory and ethical standards.
• Previous experience in brokerage, banking, or foreign exchange services is an advantage.