About this role
ASESOR FINANCIERO PATRIMONIAL A (MONTERREY, Nuevo León, MX) at Personal. Location: Monterrey, Nuevo León, Mexico. Role: developing strategies, advising clients, managing portfolios Requirements: Bachelor's in Economics/Finance, 3+ years in brokerage/bank/financial sector, AMIB Figura 3 certification, advanced Microsoft Office, knowledge of funds, money and capital markets, English proficiency. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Office Certifications: figura amib 3 Commitment: Full Time Workplace: Onsite Languages: English, Spanish