Asesor Financiero Patrimonial B at Banorte - ScoutJobs - The AI-curated global job board
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Banorte
Posted 4 days ago

Asesor Financiero Patrimonial B

BanorteAsesor Financiero Patrimonial B

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 (indispensable), Advanced Microsoft Office skills, English proficiency

Skills

FinanceMicrosoft Office

About the role

Responsibilities

  • Develop commercial strategies for the capture and placement of resources
  • Manage and advise on investment portfolios using money and capital market strategies
  • Establish financial strategies to create customized portfolios for clients
  • Apply specialized knowledge regarding stock market operations and brokerage regulations

Requirements

  • Bachelor's degree in Economics, Finance, or a related field
  • 3 or more years of professional experience in the financial sector, banking, or brokerage firms
  • 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 value solidarity, respect, loyalty, and responsibility, striving to be the best team in the financial sector while acting as a strong ally for the country's growth.

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Asesor Financiero Patrimonial B

Banorte · Guadalajara

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