Senior Portfolio Manager

hace 3 días


Monterrey, Nuevo León, México Acuma-Devere Mexico A tiempo completo

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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