Job Description
Job Details
- Location: Mexico City.
- Type of Employment: Full-time.
- Develop and maintain strong relationships with high-net-worth clients.
- Assess clients' financial situations and investment objectives to provide personalized advice.
- Create and implement tailored wealth management strategies, including investment portfolios, estate planning, and tax optimization.
- Monitor and manage client portfolios, making adjustments as needed to align with market conditions and client goals.
- Stay informed about market trends, investment products, and regulatory changes.
- Collaborate with internal teams (e.g., investment, legal, and tax specialists) to deliver comprehensive financial solutions.
- Conduct regular reviews and meetings with clients to discuss portfolio performance and financial strategies.
- Identify opportunities for new business development and client referrals.
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