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Wealth Management Specialist

hace 1 mes

Xico, México Kempton Asset Management A tiempo completo
Established Global Financial Broker Seeking Sales Advisor

We are an international company with a strong presence in the U.K. and Europe, offering a wide range of wealth management solutions to our clients.

As a sales advisor at Kempton Asset Management, you will be responsible for building a book of clients and increasing our Assets Under Management (AUM) through face-to-face sales interactions.

This is a dynamic role that requires a self-motivated individual with strong analytical and communication skills. You will work closely with our team to structure and execute sophisticated wealth management solutions for our clients across various product spectrums.

We offer comprehensive training on our financial solutions to enhance your existing experience and provide a supportive environment for growth and development.

About the Role
  • BUILD A BOOK OF CLIENTS AND INCREASE AUM THROUGH FACE-TO-FACE SALES INTERACTIONS
  • Maintain close relationships with clients to understand their needs and provide tailored solutions
  • Work collaboratively with the team to develop and implement sales strategies
Requirements
  • Experience in face-to-face sales, preferably in the financial industry
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Able to work independently and as part of a team
What We Offer
  • Generous commission structure in USD
  • In-house administration and compliance support
  • Full product training and ongoing professional development
  • A competitive salary range of $15,000 - $20,000 per month
  • A dynamic and supportive work environment