Asesor Patrimonial Financiero

MCBrokers; Ciudad de México; On-site; MXN 400,000 - 640,000; Full time

Job summary

MCBrokers in Mexico City seeks an Asesor Patrimonial Financiero to deliver comprehensive wealth advice on-site. You’ll assess assets, liabilities, and goals, present tailored investment and insurance strategies, and update plans as clients’ circumstances change.

You will prepare financial projections, analyze market data, document recommendations, and ensure compliance with internal policies while collaborating with cross-functional teams to maintain high ethical standards and client trust.

Qualifications

• Strong expertise in Estate Planning to help clients structure and protect assets across generations.
• Proficiency in Financial Planning and Finance to design comprehensive, goal-based advisory strategies.
• Solid knowledge of Investments to recommend appropriate portfolios aligned with risk profiles and time horizons.
• Understanding of Insurance solutions to integrate protection strategies into overall wealth plans.
• Excellent communication and interpersonal skills, with the ability to explain complex concepts clearly.

Responsibilities

• Advise clients on comprehensive financial and estate strategies.
• Prepare financial projections and analyze market and product information.
• Document recommendations and ensure compliance with internal policies and regulations.
• Collaborate with cross-functional teams and follow up with clients to maintain service quality.

Skills

Estate planning

Financial planning

Investments

Insurance solutions

Communication skills

Analytical skills

Client relationship

Spanish fluency

Education

Bachelor’s degree in Finance, Economics, Business Administration, or related field

Job description

Role Description

This full-time Asesor Patrimonial Financiero role at MCBrokers is an on-site position based in Mexico City, Mexico. The role involves advising clients on comprehensive financial and estate strategies, including the evaluation of assets, liabilities, and long-term goals. The professional will meet with clients regularly to assess their financial situation, propose tailored investment and insurance solutions, and update plans as circumstances change. Daily activities include preparing financial projections, analyzing market and product information, documenting recommendations, and ensuring compliance with internal policies and applicable regulations. The role also requires close collaboration with internal teams, proactive follow-up with clients, and continuous development of product and market knowledge to deliver high-quality, ethical advisory services.

Qualifications

• Strong expertise in Estate Planning to help clients structure and protect assets across generations.
• Proficiency in Financial Planning and Finance to design comprehensive, goal-based advisory strategies.
• Solid knowledge of Investments to recommend appropriate portfolios aligned with risk profiles and time horizons.
• Understanding of Insurance solutions to integrate protection strategies into overall wealth plans.
• Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
• Relevant certifications in financial advisory or wealth management (e.g., financial planner or equivalent) are an advantage.
• Strong analytical, numerical, and problem-solving skills, with attention to detail and high professional integrity.
• Excellent communication and interpersonal skills, with the ability to explain complex concepts in clear, simple terms.
• Proficiency in Spanish; working knowledge of English is beneficial.
• Comfort working on-site in Mexico City and collaborating with cross-functional teams.