Asesor Financiero Patrimonial A

Responsibilities

• Develop commercial strategies for the capture and placement of resources.
• Advise and manage investment portfolios using strategies in money and capital markets.
• Establish financial strategies to create customized portfolios for clients.
• Apply specialized knowledge regarding stock market operations and brokerage house regulations.

Requirements

• Bachelor's degree in Economics, Finance, or a related field.
• 3 or more years of professional experience.
• Proven experience in Brokerage, Banking, or the general financial sector.
• Indispensable AMIB 3 certification.
• Strong knowledge of the stock market, including funds, money markets, and capital markets.
• Advanced proficiency in Microsoft Office.
• English language proficiency.

About the Company

Banorte is a leading financial institution dedicated to driving transformation and innovation in Mexico. We believe that the combination of solidarity, innovation, respect, loyalty, and responsibility is the perfect formula to be the best team in the financial sector.