Our client is very well positioned in the market with virtually no competitors worth mentioning. There is a fair amount of exposure offering their services to the local population which gives advisors the opportunity to diversify a bit more by not just having to target the usual expat segment as is the case with many other jurisdictions.

RESPONSIBILITIES:
• Provide strategic advice across a variety of financial products and services
• Assess client’s overall financial picture, understand their needs and develop a solid financial plan
• Guide clients towards a profitable and secure financial decision
• Keep abreast of new industry’s trends and research market to back up financial consulting
• Comply with all industry rules and regulations

REQUIREMENTS:
• Any good Sales Experience
• Educated to degree level
• Motivated to learn the industry
• Target driven
• Ability to work in a sales environment
• Background in finance or insurance preferable

COMPETENCIES:
• Attention to detail
•... Hard-working and motivated individuals
• Confidence and strong interpersonal skills
• A flexible and adaptable approach to work
• Successful and target-driven individuals

USP’s AND MAIN ADVANTAGES FROM WORKING IN MEXICO:
• HUUUGE market. Mexico City comprises of approx 22 million people
• Very low cost of living
• Vibrant, metropolitan city
• Ability to sell to locals as well as expats (not as limited as other places to only expats)
• Little to no competition (Local products are considerably inferior)
• Large, established coordinator team.
• Fantastic, modern office
• Quarterly incentives (E.g. Ipads, cruises, weekend breaks etc)
• Ongoing training and support
• Competitive pay structure
• Great atmosphere with a hugely diverse team of people from all over the world (12 countries currently)
• Magnificent weather year-round

Please note: This position would typically suit experienced UK / EU / US and other English speaking Western investment advisory candidates as most of the consumers served by my client are typical Western, EU and UK expatriates. Experience working in the international wealth management business is a requirement. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing, sales and targets driven profession. Please only apply if you have the required experience. Todo el CV debe estar en inglés por favor.

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Sponsored by: https://www.onpassive.fun

Tagged as: advisor, Asesor financiero, Career, CII, CISI, DipFA, DipPFS, Finance Jobs, FInancial Adviser Careers, Financial Advisor, IFA, IFA Jobs, International Financial Advisor, International IFA, investments, Mexico, Mexico City, QROPS, UK Financial Advisors, UK Pensions, Wealth Management Advisor, Wealth Manager
Mexico City CDMX Mexico

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