Asesor Patrimonial - Principal Fondos
Core
Captación y administración de cartera de clientes de alto patrimonio (>$250mdp) en México, enfocándose en la asesoría financiera, celebración de contratos y retención de clientes.
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, contract negotiation, financial needs analysis, risk profiling, sales funnel management, high-level networking, 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
Generate prospects, referrals, and leads; onboard new high-net-worth clients; manage commercial sales plans and contact logs; participate in market training and events
Seniority
Senior, hands-on IC