Asesor Financiero: FX e Inversiones y Portafolios

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

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.