Role Overview
Our client is one of Asia’s leading independent financial advisory and wealth management firms, now with brand new offices in Mexico City. They are undergoing a major expansion into Latin America and are hiring experienced local and expat advisors across the region.
Responsibilities
• Identify client needs and provide tailored financial solutions
• Acquire new clients through various sales and marketing strategies
• Attend events hosted by chambers of commerce, networking clubs, business associations, and company-sponsored functions
• Manage and service client accounts from initial contact to closure
• Conduct full assessments and suitability reports for clients
• Achieve sales targets and maintain accurate client records
Requirements
• Minimum 2 years proven experience as a financial adviser or relevant offshore experience
• Track record of successful financial guidance and client acquisition
• Existing book of business advantageous
• Strong communication, negotiation, and presentation skills
• Highly organised, efficient, and detail-oriented
• Proficient with databases and office software
• Professional appearance and client-facing demeanor
Benefits
• Work for a prestigious, British-owned firm with strong Asian roots
• High initial sales commission
• Share of trails and management fees
• Networking and basic business expenses covered
• Qualified meetings generated by sales coordinators
• Full back-office and sales support through admin staff and cloud systems (CRM, cash flow analysis, suitability reports, risk profiling, client valuations)
Market Advantages in Mexico
• Mexico City: ~22 million people and a huge market
• Low cost of living
• Vibrant metropolitan lifestyle
• Ability to sell to both locals and expats
• Minimal competition with superior product offering
• Ongoing training and support
• Competitive commission structure
• Excellent year-round weather
Applicants must have at least three (3) years’ client-facing experience in wealth management or life insurance advisory, with recognised investment qualifications (e.g., CISI, CII, or equivalent). This is a performance-driven, client-facing role focused on relationship development and growth.
Todo el CV debe estar en inglés por favor.
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