Financial Advisors wanted in Mexico

Prestige IFA Jobs; Ciudad de México; Presencial; MXN 200,000 - 400,000; Jornada completa

Descripción de la vacante

A leading independent financial advisory firm seeks experienced Financial Advisers/Wealth Managers to expand their business in Mexico City. This role involves actively seeking new clients, attending networking events, and ensuring top-notch financial guidance. Candidates must possess strong sales skills, a proven track record, and experience in client-facing roles, preferably from English-speaking backgrounds.

Servicios

High commission rates

Networking and business expenses covered

Full back office and sales support

Ongoing training and support

Formación

• At least 2 years proven working experience as a Financial Adviser or relevant offshore experience.
• Proven track record of successful financial guidance.
• Strong communication, negotiation and presentation skills.

Responsabilidades

• Identify needs and acquire new clients through various methods.
• Conduct assessments and provide suitable financial solutions.
• Attend networking events to expand the client base.

Conocimientos

Communication

Negotiation

Presentation

Client Management

Sales

Organisational Skills

Educación

Experience as Financial Adviser

Herramientas

CRM Systems

Database Systems

Descripción del empleo

• High rate of initial sales commission. USD / Month
• Salary: High rate of initial sales commission.

Our client is one of Asia’s leading independent financial advisory and wealth management firms, now with brand new offices n Mexico City.
They are currently undergoing a big expansion into Latin America and are hiring experienced locals and expat advisors across the region.

They are looking for experienced IFA’s / Wealth Managers to help them expand their business by actively seeking and acquiring new clients. You will identify their needs and demands and provide solutions accordingly.

Your main objective is to find and bring new clients to the company through various methods of sales and marketing. The main focus will be attending events held by chambers of commerce, networking clubs, business associations and any other public and private events sponsored by the company and any other methods of finding clients. The company prides itself on its broad and big budget for client events and functions that generate a great amount of leads for their advisors.

Duties & Responsibilities include:

• Networking at every opportunity including [but not limited to]; networking events, social events, charity, sports and other business events.
• Conducting a full assessment and suitability report for clients in order to provide the correct solution
• Achieving sales targets
• Full ownership of sales lead starting from 1st contact right through to close.
• Database management, ensuring data being used is recent and updated regularly.
• Managing and servicing your client accounts.
• Fulfil all company-established policy obligations

REQUIREMENTS:

• At least 2 years proven working experience as a Financial adviser or relevant offshore experience
• Proven track record of successful financial guidance
• A book of business would be advantageous
• Proven track record of sales and client base
• Strong communication, negotiation and presentation skills
• Highly organised and efficient
• Accuracy, attention to detail and the ability to explain complex information clearly and simply
• Excellent PC knowledge and ability to operate database systems
• Professional appearance

BENEFITS:

• Working for a prestigious and well respected growing British owned firm hailing from Asia
• High rate of initial sales commission
• Share of all trails and management fees
• All networking and any basic business expenses covered
• Qualified meetings from our sales coordinators
• Full back office and sales support via admin staff and modern cloud systems (cash flow analysis, CRM, suitability reports, risk profiling, client valuations)

USP’s AND MAIN ADVANTAGES FROM WORKING IN MEXICO:

• HUUUGE market. Mexico City comprises of approximately 22+ million people
• Very low cost of living
• Ability to sell to locals as well as expats (not as limited as other places to only expats)
• Little to no competition (Local products are considerably inferior)
• Ongoing training and support
• Competitive commissionpay structure
• Magnificent weather year-round

Please note: This position would suit experienced UK / EU / US / AU/ NZ / ZA and other English speaking Western investment advisory candidates , as well as local Mexican consultants. Past experience working in a sales function in the financial services industry is a requirement. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing, sales and targets driven profession. Please only apply if you have the required experience. Todo el CV debe estar en inglés por favor.