About this role
Asesor Patrimonial Master at Principal México. Location: Guadalajara, Jalisco, Mexico. Role: acquiring clients, managing portfolio, advising clients Requirements: Minimum 3 years managing high-net-worth client portfolios; studies in finance/economics/engineering (50%+); AMIB certification desirable; client acquisition, relationship management, market knowledge, negotiation and sales skills. Category: Sales Seniority: Mid Level Certifications: amib Commitment: Full Time Workplace: Hybrid Languages: Spanish