Associate, Wealth Retail Mexico

About this role

Business Unit Overview

The Retail Segments team at BlackRock partners closely with Banamex, one of Mexico's largest financial institutions, to deliver investment solutions to mass market, affluent, and SME clients across the country. The business unit covers nine territories and leverages Banamex's extensive branch network, digital channels, and commercial franchise to drive scalable growth and financial inclusion. The team's mission is to democratize access to investment products, enhance client experience through digital innovation, and support Banamex's transformation into a leading provider of wealth management services in Mexico.

Job Purpose & Background

This role exists to accelerate the transformation of traditional savers into active investors within Banamex's retail client base. As an Associate, you will be instrumental in executing strategic initiatives, launching new products, and supporting initiatives that expand investment penetration. You will collaborate with Banamex bankers and senior stakeholders, drive digital onboarding, and deliver educational programs that empower clients to make informed investment decisions. The position is designed for professionals who thrive in dynamic, client-facing environments and are passionate about financial education and inclusion.

Role Overview:
As an Associate within BlackRock's Retail Segments team, you will support the partnership with Banamex, focusing on transforming traditional savers into active investors. This role is pivotal in expanding investment product adoption, driving client engagement, and supporting innovative initiatives that democratize access to investment solutions across Mexico.

Key Responsibilities

• Training & Education

• • Develop and deliver training programs for bankers on investment products, market trends, and best advisory practices.

  • Organize workshops, webinars, and in-person sessions to strengthen the commercial and technical capabilities of Banamex teams.

  • Create educational materials and practical guides tailored to varying levels of experience.

• Strategic Initiatives

• • Drive the launch of new initiatives, facilitating the transition from saving to investing for Banamex clients.

  • Lead digital onboarding efforts for recurring investment contributions, automating savings and fostering long-term client engagement.

  • Support targeted campaigns to reactivate inactive investment accounts and incentivize new contract openings.

• Market Development

• • Analyze market trends and client data to identify opportunities for expanding investment product adoption, especially among clients with low financial education.

  • Contribute to brand awareness initiatives, leveraging Banamex's channels to promote BlackRock's investment solutions and educational content.

• Operational Excellence

• • Coordinate with cross-functional teams to address operational challenges in onboarding and account management, enabling scalable growth in the retail segment.

  • Monitor and report on key performance indicators, including client base growth, assets under management (AUM), and net new business flows.

• Public Speaking & Communication

• • Represent BlackRock and Banamex in public forums, client events, and training sessions.

  • Deliver presentations and workshops to diverse audiences, including clients, partners, and internal teams.

Primary Objective

Transform savers into investors by:

• Promoting accessible, investment products (mutual funds) for financial inclusion.

• Educating clients on the benefits of investing versus traditional saving, emphasizing long-term wealth creation.

Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or related field.

• 3–4 years of experience in retail banking, asset management, or client-facing financial services.

• FIGURE 3 AMIB certification required.

• Advanced English required.

• Strong analytical, communication, and relationship-building skills.

• Demonstrated experience in public speaking, presentations, or training delivery.

• Ability to work collaboratively with internal and external stakeholders.

• Proficiency in Spanish and English.

• Advanced skills in Microsoft Excel, PowerPoint, and Word.

• Experience using CRM platforms, preferably Microsoft Dynamics.

Impact

• Contribute to the growth of BlackRock's retail client base and assets under management.

• Support the digital transformation of investment onboarding and client engagement.

• Help launch innovative campaigns and products that drive contract openings and investment flows.

Our benefits

To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.

Our hybrid work model

BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person – aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.

About BlackRock

At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being.  Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.

This mission would not be possible without our smartest investment – the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.

For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: 

BlackRock is proud to be an Equal Opportunity Employer.  We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law.

BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.

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