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Wealth Management Advisor
MXN 30,000/year
Indeed
Full-time
Onsite
No experience limit
No degree limit
328M+M8 Hermosillo, Sonora, Mexico
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Description

**Add your talent!** **iCodde**, in partnership with a prestigious banking institution, is seeking a **Wealth Manager** for its office in **Hermosillo**. If you are passionate about the world of investments and possess a commercial mindset, this opportunity is for you. You will join a dynamic team with an innovative approach and competitive advantages in the sector. **Key Responsibilities:** * Identify and attract high-net-worth clients (primarily individuals) with strong investment potential. * Manage and grow your own client portfolio, ensuring customer satisfaction and retention. * Promote key financial instruments such as **PRLV (Promissory Note with Maturity-Based Payable Return)** and **Certificates of Deposit**, guiding clients with clear information on terms, maturities, and returns. * Design customized investment strategies aligned with each client’s risk profile and the bank’s guidelines. * Actively monitor renewals and maturities to optimize resource retention. * Collaborate with the Regional Deputy Director and the Customer Service team to formalize transactions and administrative processes. * Ensure regulatory compliance regarding anti-money laundering, KYC, and internal regulations. * Monitor performance metrics such as quarterly fund acquisition, portfolio retention, and profitability per client. **What You’ll Do:** * Identify and attract high-net-worth clients (primarily individuals) with strong investment potential. * Manage and grow your own client portfolio, ensuring customer satisfaction and retention. * Promote key financial instruments such as **PRLV (Promissory Note with Maturity-Based Payable Return)** and **Certificates of Deposit**, guiding clients with clear information on terms, maturities, and returns. * Design customized investment strategies aligned with each client’s risk profile and the bank’s guidelines. * Actively monitor renewals and maturities to optimize resource retention. * Collaborate with the Regional Deputy Director and the Customer Service team to formalize transactions and administrative processes. * Ensure regulatory compliance regarding anti-money laundering, KYC, and internal regulations. * Monitor performance metrics such as quarterly fund acquisition, portfolio retention, and profitability per client. **What We’re Looking For:** * **Proven experience** in investment-related areas, ideally in wealth management banking, with knowledge of PRLV and Certificates of Deposit. * **Academic background** in Finance, Financial Administration, or related fields (Candidates without a degree may be considered if they provide official academic transcripts confirming 100% course completion). * **AMIB Level 3 certification**, not currently valid, but with prior experience obtaining it. * **Intermediate English proficiency**. * Proficiency in **Microsoft Office**, strategic analysis, problem solving, and negotiation. * A commercial mindset, results orientation, demonstrated ethics, and ability to work effectively in teams. Employment Type: Full-time Salary: Starting at $30,000.00 MXN per month Benefits: * Savings fund * Gym discount * Discounts and preferential pricing * Option for an indefinite-term contract * Medical expense insurance * Major medical expense insurance * Life insurance * Grocery vouchers Work Location: On-site

Source:  indeed View original post
Juan García
Indeed · HR

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