Posted 9 hours ago
Investment Counselor
BanorteESPECIALISTA DE ESTRATEGIA BPP
Requirements
Degree in Economics, Finance, or related, 5+ years financial sector experience, Experience in financial product sales, Knowledge of financial markets, AMIB Figure 3, 95% English
Skills
FinanceBanking
About the role
Responsibilities
- Accompany the sales force in the placement of various products such as investment-linked insurance and Model Investment Portfolios
- Drive product placement considering the client's investment horizon and profile
- Train the sales force on different BPP investment products
- Propose tools to demonstrate the benefits of products and solutions
- Identify solutions and products that meet client investment needs
Requirements
- Bachelor's degree in Economics, Finance, Administration, Accounting, or related fields
- 5 or more years of experience in the financial sector
- Experience in promotion/sales of financial products, investments, or private banking
- Knowledge of financial markets and finance
- AMIB Figure 3 certification
- English proficiency (95%)
- Availability to travel
About the Company
Banorte seeks unique and extraordinary talent to drive the transformation and innovation of the country, becoming a great ally for Mexico's growth.
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Banorte · Mexico City