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AutoDinero

3 months ago

WEALTH FINANCIAL ADVISOR

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Company information

Company
AutoDinero
Location
México Mexico
Posted
3 months ago
View all jobs at AutoDinero

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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