Asesor Patrimonial Financiero: Planificación e Inversiones

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

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.