Investment Executive, Metepec

Description

Job Summary: We are seeking a professional to develop investment strategies and manage portfolios, analyze opportunities, and stay abreast of financial market trends. Key Highlights: 1. Dynamic and collaborative work environment 2. Promotes professional growth 3. Training and professional development About the Company "Financiera CrediFlexi" is a leading company in the financial sector with extensive market experience. We value talent and innovation, offering a dynamic and collaborative work environment that fosters our employees' professional growth. Location: Metepec, Edo. Méx. / Nearby municipalities: Toluca, San Mateo Atenco, Chapultepec, Mexicaltzingo, Calimaya, Lerma \& Ocoyoacac. Job Requirements * Minimum university-level education (no degree required) in related fields. * Prior experience in corporate finance. * Solid knowledge of financial analysis and strategic decision-making. Job Responsibilities * Develop investment strategies and manage client portfolios. * Analyze and evaluate investment opportunities, risks, and returns. * Stay abreast of financial market trends and adjust strategies as necessary. Relevant Experience in: Wealth management banking, corporate banking, regulated financial institutions (SOFIPOS, savings banks, credit unions, fintechs), client relationship management. Compensation and Additional Benefits * Monthly net salary of 15000, * Attractive commissions (uncapped), * Transportation allowance of 2000 per month, * Enhanced benefits, * Training and professional development opportunities, * Flexible and collaborative work environment. Our ideal candidate: * Is well-known and respected locally. * Has a reputation for seriousness, discretion, and reliability. * Regularly receives referrals by name. * Maintains direct relationships with: local entrepreneurs, affluent families, or high-income professionals. * If their background is in banking, their departure from the bank was orderly and conflict-free, or they remain actively employed there. * Possesses a real and active local investor network. * Can migrate relationships based on personal trust—not performance promises.