Posted 19 hours ago
Asesor Financiero Patrimonial A
BanorteAsesor Financiero Patrimonial A
Requirements
Degree in Economics, Finance or similar, 3+ years of experience, Experience in Brokerage, Banking, or Financial sector, Knowledge of money and capital markets, AMIB 3 certification, Advanced Microsoft Office skills, English proficiency
Skills
FinanceMicrosoft Office
About the role
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.
- Maintain deep knowledge of the stock market area 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.
- Mandatory 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 makes us the best team in the financial sector.
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Banorte · Monterrey
