Asesor Patrimonial Monterrey - Principal Fondos
Core
Captación y administración de cartera de clientes de alto patrimonio (>$250mdp) para una operadora de fondos de inversión en México.
Role type
Senior Wealth Advisor (High Net Worth)
Builds
Long-term client relationships and asset accumulation for high-net-worth individuals
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Prospecting and lead generation, client relationship management, financial planning, risk profiling, sales funnel management, regulatory compliance
Preferred skills
AMIB certification (Figura 1 or 3), experience in investment fund operators or investment banking
Technologies
CRM and sales management tools
Responsibilities
Acquire new high-net-worth clients, administer and grow existing client portfolios, achieve sales targets, maintain client contact records and sales pipelines, participate in market training and events
Seniority
Senior, hands-on IC