Senior Portfolio Manager
hace 3 días
We are seeking a highly experienced Financial Advisor to join our team at Acuma-Devere Mexico. As a leading Wealth Management Consultancy, we offer a unique opportunity for professionals to advance their careers in the International Financial Services sector.
Our company has dominated the FinTech industry and introduced the #1 training and support platform available to wealth managers in the industry for both on-boarding and Continued Professional Development.
The ideal candidate will have minimum of 12 months private/personal financial advisory experience in building and maintaining their own portfolio, with experience working with expatriate clients an advantage.
We offer a generous pay structure on all products, with a weekly pay run, as well as defined career progression and world-class training platform and CPD support.
Salary: $90,000 per month
Key Responsibilities:
- Providing investment advice to clients
- Maintaining relationships with existing clients
- Developing new business opportunities
Requirements:
- Minimum 12 months private/personal financial advisory experience
- Experience working with expatriate clients desirable
- International market experience preferable
What We Offer:
- A dynamic and fast-paced working environment
- Bespoke CRM system
- Access to exclusive financial products
- Frequent pay runs
Application Criteria:
- Bilingual or native English speaking
- Financial sales closing skills
- Comfortable with self-employed role
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