International Wealth Advisor – Mexico City (Relocation)

Prestige IFA Jobs; Ciudad de México; Presencial; MXN 600.000 - 900.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Relocation support

Visa sponsorship

Ongoing training

Career development

Descripción de la vacante

Prestige IFA Jobs in Mexico City, Mexico, seeks an experienced Financial Advisor to manage an international client portfolio and deliver sophisticated planning across investments, retirement, and protection.

You will work with expatriates and local clients, applying cross-border wealth strategies, and benefit from relocation support and visa sponsorship where applicable. A dynamic overseas market awaits.

Formación

• Qualified to UK financial advisory standards (DipPFS, CISI Level 4, CFP or equivalent).
• Minimum 2-3 years of experience in wealth management or financial planning roles.
• Comprehensive knowledge of investment, pension, and protection products.
• Strong client relationship skills with excellent verbal and written communication.

Responsabilidades

• Deliver holistic financial planning advice to an international client portfolio
• Nurture long-term client partnerships built on trust, expertise, and service excellence
• Conduct in-depth financial reviews and detailed discovery meetings
• Create and implement custom financial plans across investment, retirement, and protection
• Advise on international investment strategies and cross-border wealth management solutions
• Manage UK pension transfers, QROPS, and expatriate tax planning for clients
• Uphold the highest standards of regulatory compliance and professional conduct

Educación

UK financial advisory qualifications

Descripción del empleo

Prestige IFA Jobs in Mexico City, Mexico, seeks an experienced Financial Advisor to manage an international client portfolio and deliver sophisticated planning across investments, retirement, and protection.

You will work with expatriates and local clients, applying cross-border wealth strategies, and benefit from relocation support and visa sponsorship where applicable. A dynamic overseas market awaits.