Senior Wealth Management Advisor

hace 3 días


Ciudad de México, Ciudad de México Kempton Asset Managment A tiempo completo

Kempton Asset Management is a leading global financial broker with a legacy of doing things right. As a Senior Wealth Management Advisor, you will work in a dynamic environment to build a book of clients and increase the company's Assets Under Management (AUM). You will maintain close relationships with clients to structure and execute sophisticated wealth management solutions across a full product spectrum with our international banking partners.

Key Responsibilities

Develop and maintain a strong network of clients and prospects to drive business growth

Provide expert advice on wealth management solutions to clients, including investment products and services

Collaborate with internal teams to deliver exceptional client experiences and drive business results

Requirements

Bachelor's degree in a relevant field, such as finance or business

Proven experience in face-to-face sales and wealth management

Strong analytical and communication skills, with the ability to build strong relationships with clients and colleagues

What We Offer

Competitive salary and bonus structure

Comprehensive training on Kempton Financial solutions

Opportunities for career growth and professional development

A dynamic and supportive work environment



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