About this role
Asesor Patrimonial Master at Principal México. Location: San Pedro Garza Garcia, Nuevo Leon, Mexico. Role: capturing investments, managing portfolio, advising clients Requirements: Degree-level studies in finance, economics, or engineering (50%+); 3+ years managing high-net-worth client portfolios (portfolio > 250 million MXN); AMIB certification preferred; strong sales, negotiation, and client relationship skills. Category: Sales Seniority: Mid Level Certifications: amib level 1, amib level 3 Commitment: Full Time Workplace: Hybrid Languages: Spanish