Mexico Wealth Sales Analyst

hace 2 días


Ciudad de México BlackRock Investments A tiempo completo

**Location**:**Mexico City, Mexico City**Team:**Sales & Relationship Mgmt**Job Requisition #**:R **Date posted**:Oct. 14, 2025****Job description**:**About this role****Business Unit Overview**:The Latin America group serves institutional and wealth clients, including corporate, public and industry pension plans, insurance companies, third-party mutual funds, endowments, foundations, charities, corporations, official institutions, banks, registered investment advisors, family offices and all other financial intermediaries throughout the region.Professionals within the team work together to deliver a full range of asset and risk management, as well as advisory services which are relevant to clients’ needs. Unified under one global client platform, wealth client business is accountable for client relationships and distribution of products and services and are supported by a centralized marketing function which ensures consistency globally.BlackRock’s Mexico Wealth Team, a division of BlackRock’s LatAm business, is currently one of the region’s most dynamic businesses. By focusing on financial intermediated sales of BlackRock products through private banks, independent advisors and family offices, the team has helped solidify BlackRock's position as a top provider of investment solutions in the market.The team owns the distribution of BlackRock-s products and services across the wealth segment in Mexico. The main business is related to the distribution and client coverage related with one of the most complete suites of Mutual Funds domiciled in the Mexican Market, where BlackRock leads the local industry and offers appropriate product to different end investor segments via local distributors.**Job Purpose/Background**:The role involves building and developing the knowledge of products and solutions amongst Financial Advisers in Mexico, support virtually and in person existing and new relationships, and working closely with clients through the sales cycle.As a Wealth Sales Analyst, you must be curious to learn proactively about the firm, its purpose, and our platform in order to provide adequate sales support.**Responsibilities**:Driving sales of BlackRock products by supporting sales efforts with financial advisors at multiple key distribution partner firms.- Understand client's necessities and market trends, provide ideas and solutions to improve sales.- Understand the financial services industry and ensure that the Wealth Advisory service to clients is both effective and competitive.- Collect, categorize, and maintain updated client data, mapping the client’s investment profile, organizational structure, key contacts, sales opportunity, and priority.- Positioning and differentiating BlackRock and our products against competitor firms and their products.- Presentations to groups of advisors at education seminars- Maintain an accurate and current log of all activities and opportunities in relevant CRM system.- Working with Blackrock internal partners and resources (marketing, product specialists, sales desk, etc...) to augment efforts in the field.- Responsible for providing performance data to clients, answering client’s questions / queries on products and other sales related matters.**Development Opportunity**:- This role is one of several that have been built to take advantage of the growth of the wealth segment in Mexico. There is therefore a potential upside in help crafting the structure and design of the team, as well as making a strong contribution to the future success of the Mexico Wealth business.- An opportunity to take advantage of the region and drive demand into BlackRock’s products, crafting the client base according to demand.**Knowledge / Experience**:- High degree of cultural sensitivity- Command of Spanish and English (written and spoken) is a prerequisite.- Confirmed knowledge of the markets and economic outlook- Strong teammate, ability to muck in when required, collaborate internally to utilize BlackRock’s resources.- A proactive team-player who understands that a highly organized team can drive better performance and can take the lead in driving through improvements in execution and change.**Skills and Qualifications**:- 1-3 years as an experienced investment professional is preferred.- Proficiency in Microsoft Office Suite (Excel, Power Point, OneNote, etc.) Strong overall sales acumen and analytical skills.- Proficient in explaining markets and in positioning/blending the benefits of active portfolios, ETFs, and models.**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 colla


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