Senior Financial Consultant

hace 3 semanas


Xico, México Acuma-Devere Mexico A tiempo completo

We are seeking a highly experienced Senior Financial Consultant to join our team at Acuma-Devere Mexico. As a key member of our Wealth Management Consultancy, you will be responsible for providing expert financial advice to our clients and helping them achieve their financial goals.

The ideal candidate will have a minimum of 12 months of experience in private/personal financial advisory, with a strong track record of building and maintaining their own portfolio. Experience working with expatriate clients is desirable, and international market experience is a plus.

We offer a competitive pay structure, with a weekly pay run, as well as defined career progression, world-class training, and a fast-paced working environment. Our team is dedicated to providing exceptional support, and we offer a bespoke CRM system to help you manage your client relationships.

**Key Responsibilities:**

- Provide expert financial advice to clients and help them achieve their financial goals.

- Build and maintain a strong client portfolio.

- Collaborate with our team to develop and implement effective financial strategies.

**Requirements:**

- Minimum 12 months of experience in private/personal financial advisory.

- Strong track record of building and maintaining a client portfolio.

- Experience working with expatriate clients desirable.

**What We Offer:**

- Competitive pay structure with weekly pay run.

- Defined career progression.

- World-class training and support.

- Fast-paced working environment.

- Bespoke CRM system.

**Salary:** From $90,000.00 per month



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