Financial Advisor México

hace 4 días


Mexico City Dividenz A tiempo completo

Atender y desarrollar el mercado de inversionistas en México y Centroamérica.Planear, ejecutar y concretar los objetivos de colocación de inversiones a través de los diferentes canales para la captación del cliente (Campañas, Cartera Propia, Brokers y Referidos).Ejecutar acciones comerciales orientadas a la generación de una cartera propia.Dar soporte y seguimiento puntual a cartera personal de clientes inversionistas.Redactar reportes e informes de venta y seguimiento periódicos, según los proyectos.Gestión y mantenimiento diario a través del CRM de la empresa.Participación de reuniones de seguimiento y de capacitación presencial y/u online.Participación en eventos comerciales.Desarrollar un perfil como embajadores de la marca.Excelente presentación ejecutiva y comunicación asertiva.Al menos tres años de experiencia en posiciones similares.Experiencia Real Estate en Estados Unidos.Manejo de paquete office y CRM.Sumarse a un equipo y a un negocio de alto desempeño y potencial.Capacitación y posibilidades de desarrollo.Clima de trabajo excepcional.Atractivo paquete de compensaciones y beneficios.Financial Advisor • Cuajimalpa de Morelos, Mexico City, Mexico #J-18808-Ljbffr



  • Mexico City Nasdaq A tiempo completo

    A leading financial services provider is seeking a Strategic Sales Advisor in Mexico City to align offerings with regulatory standards and address challenges in the financial services industry. The ideal candidate will have expertise in banking, compliance, fraud prevention, and be committed to building trusted client relationships. Responsibilities include...


  • Mexico City Hirably Staffing A tiempo completo

    Financial Planning & Analysis Advisor Salary Range: Payroll: (28,000 MXN - 35,000 MXN) Direct: (35,000 MXN - 44,000 MXN) *To be fully determined based on experience and hiring modality. No commissions, nor variable payment structures. Employment Type: Full-Time Location: Fully Remote / Work from Home Schedule: 9 AM – 5 PM (CST) About the role We...


  • Mexico City Nasdaq A tiempo completo

    As a Strategic Sales Advisor – Financial Crime Solutions reporting to the Senior Director of International Enterprise Sales you’ll play a critical role in ensuring that the company's offerings are aligned with current regulatory standards and effectively address the evolving challenges in the financial services industry. This individual should understand...


  • Mexico City Nasdaq A tiempo completo

    As a Strategic Sales Advisor – Financial Crime Solutions reporting to the Senior Director of International Enterprise Sales you’ll play a critical role in ensuring that the company's offerings are aligned with current regulatory standards and effectively address the evolving challenges in the financial services industry. This individual should understand...

  • Client Advisor

    hace 6 días


    Mexico City Louis Vuitton A tiempo completo

    Client Advisor - Ciudad de México Join to apply for the Client Advisor - Ciudad de México role at Louis Vuitton. Get AI-powered advice on this job and more exclusive features. Responsibilities Louis Vuitton is seeking a highly motivated, curious and customer-focused Client Advisor with an undeniable passion for creating memorable experiences for our...

  • Client Advisor

    hace 4 días


    Mexico City Louis Vuitton A tiempo completo

    Client Advisor - Ciudad de México Join to apply for the Client Advisor - Ciudad de México role at Louis Vuitton. Get AI-powered advice on this job and more exclusive features. Responsibilities Louis Vuitton is seeking a highly motivated, curious and customer-focused Client Advisor with an undeniable passion for creating memorable experiences for our...


  • Mexico City KEO World A tiempo completo

    Business Advisor – Account Development KEO World • Mexico City, Mexico, Mexico Company Description At KEO México, we are looking for Business Advisor - Account Development. As part of KEO’s expansion, we are strengthening our B2B Division in Mexico, a key growth market that will serve as a strategic hub for regional commercial development. Role...

  • Strategic M&A

    hace 4 días


    Mexico City NTT Data A tiempo completo

    A leading technology services firm in Mexico City is seeking a Corporate Development Specialist Advisor to drive its long-term growth strategy. You will lead financial modeling and analysis to support strategic acquisitions in a fast-paced environment. Ideal candidates have 3-5 years in Corporate Development or related fields, with advanced financial...


  • Mexico Hirably Staffing A tiempo completo

    Financial Planning & Analysis Advisor Salary Range: Payroll: (28,000 MXN - 35,000 MXN) Direct: (35,000 MXN - 44,000 MXN) *To be fully determined based on experience and hiring modality. No commissions, nor variable payment structures. Employment Type: Full-Time Location: Fully Remote / Work from Home Schedule: 9 AM – 5 PM (CST) About the role We...


  • Mexico City One Park Financial A tiempo completo

    A growing financial services company in Mexico City is seeking a detail-oriented Junior Financial Accountant. The ideal candidate will support the accounting department by managing journal entries, ensuring compliance with accounting standards, and generating financial reports. Bilingual skills in English and Spanish are required along with a Bachelor's...