Investment Counselor Specialist

Responsibilities

• Act as an Investment Counselor to support the sales force in placing various products, including investment-linked insurance and model investment portfolios.
• Drive the placement of products by considering the investment horizon and risk profile of each client.
• Provide training to the sales force regarding the different investment products available within Wealth and Private Banking (BPP).
• Propose tools and resources that effectively demonstrate the benefits of our products and solutions.
• Identify specific investment solutions and products that meet the diverse needs of clients.

Requirements

• Bachelor's degree in Economics, Finance, Administration, Accounting, or a related field.
• 5 or more years of experience within the financial sector.
• Proven experience in the promotion or sale of financial products, investments, or Private Banking services.
• Strong knowledge of Financial Markets and Finance.
• Valid AMIB Figure 3 certification.
• English fluency (95% level).
• Willingness to travel.

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 build the best team in the financial sector.