Senior Investment Advisor

Home Office or On-site in León, Guanajuato

About the Opportunity

We are looking for a Senior Investment Advisor with solid experience in financial advisory and portfolio development, capable of combining a high level of technical knowledge with a strong commercial and customer service orientation.

The ideal candidate will need to thoroughly understand each client's financial situation, objectives, and risk tolerance to design personalized investment strategies, clearly explain available alternatives, and actively monitor the performance of each portfolio. At the same time, they will be responsible for acquiring, developing, and growing their own client portfolio, which is why we are looking for a profile with commercial initiative, the ability to build long-term relationships, and a clear results orientation.

We want someone who doesn't just recommend products, but can understand the client's financial context, build a strategy, justify their recommendations, and accompany their execution and evolution over time.

Who We Are

Pensión Perfecta is a fast-growing startup that is transforming the way people plan and build their retirement. We specialize in strategies and financing for IMSS Modalidad 40, helping workers under Law 73 make better decisions and access a higher pension without capital being a barrier.

We combine analysis, technology, and pension expertise to design personalized strategies based on each person's work history, credited weeks, and goals. Our model has allowed us to support over 150 people in Mexico on their path to a better pension.

We are building a company that is breaking molds in a traditional market, with a mindset of growth, innovation, and continuous improvement. But above all, we work with a purpose that goes beyond numbers: we help people turn years of work into the financial peace of mind and security they deserve for their retirement.

️ Key Responsibilities

• Acquire and develop a client portfolio, generating new opportunities and strengthening long-term relationships.
• Analyze the financial situation, objectives, and risk profile of each client.
• Explain investment strategies and alternatives in a clear, simple, and transparent manner, adapting to each client's financial knowledge level.
• Periodically monitor portfolios and propose adjustments when market conditions, objectives, or client profile require it.
• Maintain close and professional communication with clients, addressing questions and accompanying them in decision-making.
• Identify opportunities for portfolio growth and deepening with existing clients.
• Keep documentation, financial information, and records of operations and clients up-to-date.
• Collaborate with internal teams to ensure correct execution of operations and an integral client experience.
• Consistently meet client acquisition, growth, and portfolio management goals.

What We Are Looking For

Essential Requirements

• Own and active client portfolio (essential): currently possess a verifiable portfolio of clients with investment potential and the capacity to develop long-term commercial relationships.
• Solid experience in financial advisory, investments, wealth management, private banking, or asset management.
• Advanced knowledge of investment instruments, diversification, and risk management.
• Proven experience in client acquisition and portfolio development.
• Ability to analyze a client's financial needs and convert them into a concrete investment strategy.
• Excellent commercial and negotiation skills, combined with a strong service orientation.
• Ability to explain complex financial concepts in a simple, clear, and convincing manner.
• High level of ownership, autonomy, and results orientation.
• Proficiency in Excel/Google Sheets and digital tools for portfolio analysis and monitoring.
• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• Certifications or additional training related to investment advisory and financial markets are valued.

Competencies

Financial and Analytical Thinking

Ability to analyze the client's financial situation, objectives, and risk profile and convert that information into well-founded investment strategies.

Commercial Development

Ability to acquire new clients, identify business opportunities, and develop relationships that increase the value and longevity of their portfolio.

Relationship Management

Builds long-term trusting relationships with clients, maintaining constant communication and understanding their needs beyond a single transaction.

Communication and Influence

Explains financial concepts and investment alternatives clearly, simply, and convincingly, generating confidence to facilitate decision-making.

Results Orientation

Works with clear commercial objectives and maintains a constant focus on the acquisition, growth, and profitability of their portfolio.

Ownership and Autonomy

Takes responsibility for their clients and results from beginning to end, taking initiative and resolving situations without constant supervision.

Judgment and Risk Management

Carefully evaluates the implications of each recommendation and prioritizes strategies consistent with the client's profile and objectives, avoiding unnecessary risks.

What we expect from you in the role

During your first few months, we expect the individual to:

• Understand and correctly execute investment advisory and management processes.
• Quickly understand each client's needs, objectives, and risk profile.
• Maintain active and close portfolio management, identifying opportunities and adjustment needs.
• Develop and grow their own client portfolio, generating new business opportunities.
• Explain investment strategies and alternatives clearly, transparently, and in an easy-to-understand manner.
• Become a trusted individual for their clients, combining technical excellence, follow-up, and commercial vision.

What Your Performance Indicators (KPIs) Will Be

• Acquisition of new clients: number and/or value of new clients added to the portfolio.
• Portfolio growth: increase in assets or capital under management.
• Client retention: percentage of client retention and continuity in the portfolio.
• Commercial activity: generation of leads, meetings, and investment opportunities.
• Portfolio management: periodic monitoring and compliance with established client reviews.
• Quality of advice: suitability of portfolios to the defined risk profile and objectives for each client.
• Goal achievement: fulfillment of commercial and management objectives established for the position.

⚠️ This role is not for you if…

• You are looking for a primarily analytical or administrative position and do not enjoy developing commercial relationships with clients.
• You do not have an own and active client portfolio that you can leverage within the position.
• You prefer to wait for clients to come to you rather than actively generating new business opportunities.
• You are uncomfortable selling, prospecting, or having commercial conversations related to investments.
• You find it difficult to explain complex financial concepts in a simple and understandable way for the client.
• You believe your responsibility ends with recommending an investment and do not enjoy providing continuous portfolio follow-up.
• You need constant supervision to make decisions or manage your clients.
• Your investment experience is primarily theoretical and you have not had direct responsibility for clients and portfolios.
• You focus solely on performance and do not consider the client's risk profile, objectives, and particular needs.

What We Offer

• Senior Investment Advisor
• Fixed salary + attractive commissions with no cap above what is offered in the banking sector
• Home Office or On-site in León, Guanajuato
• 9:00 AM – 6:00 PM
• Reports directly to the Financing Director