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Our client is one of Asia’s leading independent financial advisory and wealth management firms, now with brand new offices n Mexico City.

They are currently undergoing a big expansion into Latin America and are hiring experienced locals and expat advisors across the region.

They are looking for experienced IFA’s / Wealth Managers to help them expand their business by actively seeking and acquiring new clients. You will identify their needs and demands and provide solutions accordingly.

Your main objective is to find and bring new clients to the company through various methods of sales and marketing. The main focus will be attending events held by chambers of commerce, networking clubs, business associations and any other public and private events sponsored by the company and any other methods of finding clients. The company prides itself on its broad and big budget for client events and functions that generate a great amount of leads for their advisors.

Duties & Responsibilities include:

• Networking at every opportunity including [but not limited to]; networking events, social events, charity, sports and other business events.
• Conducting a full assessment and suitability report for clients in order to provide the correct solution
• Achieving sales targets
• Full ownership of sales lead starting from 1st contact right through to close.
• Database management, ensuring data being used is recent and updated regularly.
• Managing and servicing your client accounts.
• Fulfil all company-established policy obligations

REQUIREMENTS:
• At least 2 years proven working experience as a Financial adviser or relevant offshore experience
• Proven track record of successful financial guidance
• A book of business would be advantageous
• Proven track record of sales and client base
• Strong communication, negotiation and presentation skills
• Highly organised and efficient
• Accuracy, attention to detail and the ability to explain complex information clearly and simply
• Excellent PC knowledge and ability to operate database systems
• Professional appearance

BENEFITS:

• Working for a prestigious and well respected growing British owned firm hailing from Asia
• High rate of initial sales commission
• Share of all trails and management fees
• All networking and any basic business expenses covered
• Qualified meetings from our sales coordinators
• Full back office and sales support via admin staff and modern cloud systems (cash flow analysis, CRM, suitability reports, risk profiling, client valuations)

USP’s AND MAIN ADVANTAGES FROM WORKING IN MEXICO:

• HUUUGE market. Mexico City comprises of approximately 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)
• Ongoing training and support
• Competitive commission pay structure
• Magnificent weather year-round

Please note: This position would suit experienced UK / EU / US / AU/ NZ / ZA and other English speaking Western investment advisory candidates , as well as local Mexican consultants. Past experience working in a sales function in the financial services industry 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.
Reference : Financial Advisors wanted in Mexico jobs

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Published at 05-05-2025
Viewed: 6 times