Senior Wealth Management Advisor
hace 3 días
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 ResponsibilitiesDevelop 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
RequirementsBachelor'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 OfferCompetitive 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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Ciudad de México, Ciudad de México Kempton Asset Managment A tiempo completo{"h1": "Financial Advisor Role at Kempton Asset Management", "p": "At Kempton Asset Management, we are seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will be responsible for building a book of clients and increasing the company's Assets Under Management (AUM).", "ul": [{"li": "You will maintain a close relationship with...
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