Investment Manager, Metepec, State of Mexico

Description

Job Summary: CrediFlexi Financial is seeking a corporate finance professional to develop investment strategies, analyze opportunities, and manage client portfolios. Key Highlights: 1. Dynamic and collaborative work environment 2. Promotes professional growth 3. Training and professional development About the Company "CrediFlexi Financial" 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 the professional growth of our employees. Location: Metepec, State of Mexico / 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. * Prepare financial reports and presentations for clients and executives. * Stay updated on financial market trends and adjust strategies as needed. Relevant Experience Includes: Wealth management banking, corporate banking, regulated financial institutions (SOFIPOS, savings banks, credit unions, fintechs), and client relationship management. Compensation and Additional Benefits * Monthly salary of 22,000 to 25,000 net, * Attractive commissions, * Enhanced benefits, * Training and professional development opportunities, and * A flexible and collaborative work environment. Our ideal candidate: * Is well-known and respected in the local market. * Has a reputation for being serious, discreet, and trustworthy. * Frequently receives referrals by name. * Maintains direct relationships with: Local business owners, Wealthy 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 genuine, active local investor portfolio. * Can migrate relationships based on personal trust—not promises of returns.