Banquero Privado

Company DescriptionGrupo Financiero Actinver is a leading financial group in Mexico, specializing in investment management. With a focus on Private Banking and Investment Banking, Actinver offers investment funds, specialized credit services, and leasing solutions. The company has over 1,800 employees across 23 states and serves more than 174,000 clients, with over 360 billion pesos in custody. Actinver is regulated by CNBV, Mexder, Banco de México, AMIB, Grupo BMV, and other regulatory bodies, providing a secure and reliable financial environment.Role DescriptionThis is a full-time on-site role for a Banquero Privado at Actinver in Mexicali, BCN. The Banquero Privado will be responsible for managing and advising clients on investments, providing specialized financial services, and developing investment strategies tailored to individual needs. Daily tasks include portfolio management, financial analysis, and client relationship management to ensure the financial well-being and success of clients.QualificationsFinancial Analysis, Portfolio Management, and Investment Advisory skillsExperience in wealth management and financial planningKnowledge of investment products and market trendsClient Relationship Management and Communication skillsBachelor's degree in Finance, Economics, Business, or related fieldRelevant certifications such as CFA, CFP, or equivalent#J-18808-Ljbffr