PATRIMONIAL ADVISOR JR

In AFIRME we continue growing and consolidating as an institution that provides high-quality financial products and services to our clients. We are a proudly Mexican bank that contributes to the country's economic development. We have opportunities and seek professionals who want well-being for their personal and professional growth. ASESOR PATRIMONIAL JR Responsibilities: Promotion and capture of funds and investment portfolios. Development of relationships with clients, identifying their financial goals and providing personalized advice to help them achieve their objectives. Analysis and evaluation of financial information to make informed decisions. Preparation of reports and presentations to communicate results and recommendations. Collaboration with other departments to ensure the successful implementation of projects. Continuous learning and professional development to stay up-to-date on industry trends and best practices.