Financial Services Professional

hace 4 semanas


Xico, México Kempton Asset Management A tiempo completo
About Kempton Asset Management

We are a leading global financial broker with a legacy of doing things right. Established in the U.K. in 2013, we have grown from strength to strength, establishing ourselves as one of the top advisory firms in Europe and Latin America.

Job Summary

We are seeking a dynamic and experienced Financial Advisor to join our team. As a Financial Advisor, you will be responsible for building a book of clients and increasing our Assets Under Management (AUM). You will work closely with clients to structure and execute sophisticated wealth management solutions across a full product spectrum with our international banking partners.

Key Responsibilities
  • Build and maintain a strong client base through face-to-face sales and relationship-building
  • Work with clients to understand their financial goals and objectives
  • Develop and implement customized wealth management solutions
  • Collaborate with our international banking partners to execute transactions
  • Maintain accurate records and reports of client interactions and transactions
Requirements
  • Experience in face-to-face sales and relationship-building
  • Strong analytical and communication skills
  • Ability to work in a dynamic and fast-paced environment
  • Comprehensive training provided on our full suite of financial solutions
What We Offer
  • Generous commission structure in USD
  • In-house administration and compliance
  • Full product training and mentorship
  • Structured career progression and performance incentives


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