CareerPlan

Asesor de Prestamos y Financiero - Banco Azteca

MéxicoFull-time2026-11-03
On-site

Core

Financial advisor role focused on managing client portfolios, coordinating internal teams, and analyzing financial reports to provide strategic recommendations.

Role type

Financial Advisor

Builds

Financial solutions and marketing campaigns

Domain

Banking and Financial Services

Deliverable

client delivery

Required skills

Financial portfolio management, Financial software proficiency, Data analysis, Strategic reporting, Marketing campaign execution

Responsibilities

Manage client portfolios and provide personalized financial advice, Coordinate with internal teams for financial project tracking, Analyze financial reports and present strategic recommendations, Collaborate on planning and execution of financial marketing campaigns