Posted 4 days ago
Wealth Management Financial Advisor
Banco Mercantil del Norte, S.A.Asesor 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
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 tailored to individual client needs.
- 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.
- Indispensable AMIB 3 certification.
- Strong knowledge of the stock market, including funds, money markets, and capital markets.
- Advanced proficiency in Microsoft Office suite.
- English language skills.
About the Company
Banco Mercantil del Norte, S.A. (Banorte) seeks unique and extraordinary talent to drive 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.
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Banco Mercantil del Norte, S.A. · Mexico City
