AutoDinero
3 months ago
WEALTH FINANCIAL ADVISOR
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Company information
- Company
- AutoDinero
- Location
- México Mexico
- Posted
- 3 months ago
Job description
WEALTH FINANCIAL ADVISOR (PRIVATE INVESTMENT)
A leading company in the financial sector with over 20 years of experience and a national presence, seeks top-tier talent to join the wealth management department.
JOB OBJECTIVE
Attraction of resources through private investment, by managing and developing your own portfolio, meeting established commercial goals.
KEY RESPONSIBILITIES
• Prospect and attract high-value clients (individuals) focused on investment.
• Manage, develop, and grow your client portfolio.
• Provide personalized financial advice, focused on trust and long-term relationships.
• Retain clients through continuous follow-up and high-level service.
IDEAL PROFILE
• Minimum of 5 years of experience in:
o Wealth management / private banking
o Investment funds
o Brokerage firm
o Money market
• Active investment client portfolio (essential)
• Strong commercial focus, negotiation, and closing skills
• High discipline, autonomy, and results orientation
WE OFFER
• Income exceeding $60,000 per month
• Commissions from 4% to 6% on funds raised (uncapped)
• Commission for investment renewals
• Commissions paid the next day
• 100% flexible structure (manage your own schedule)
• Support, training, and commercial tools to enhance results.
If you are looking for a structure where your portfolio and commercial ability truly translate into high income, this challenge is for you.
Required skills
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