Summary
As a Financial Coordinator with Kempton you will be the first point of contact for all clients and potential clients. Our clients expect professionalism and expertise to find the very best private investment solution. You will be responsible for generating and developing leads for potential clients. You will work closely with our financial advisors and with various investment institutions. Full training will be provided covering how to communicate with the clients and also how to generate your own leads.
We rely on you to use your negotiation skills to book meetings for potential clients with our financial advisors. Being the first point of contact with clients we require you to possess great communication and customer service skills.
This position is a full-time permanent position in Mexico City.
Qualifications:
• Fluent in English – Spanish advantage
• Excellent communication skills – Ability to explain complex information clearly
• Strong customer service skills
• Attention to detail
• Approachable
• Resourceful - Ability to generate and develop leads
• Call-centre experience advantageous
• Motivated
• Target driven
Description
Kempton Asset Management is a British financial broker. We deal with clients in advising where they should make their next investment. Founded in 2013, Kempton is an expert in the field. We are a fast-paced, dynamic, international asset management firm which specialises in bringing high-quality financial products to professionals in Mexico. We highly value the relationship we have with all of our clients and are looking for somebody with the same passion to join the team.
We want you to excel in the position and will give you all of the tools which you require to succeed in the position. What we need from you is commitment. You will be employed to work as part of team who partners closely to the sales team. Kempton’s main asset is our employees.
Bring passion and dedication to your job and there's no telling what you could accomplish. Are you a highly self-motivated person? Do you have experience in a high volume role? If yes, you could be the next Financial Coordinator for Kempton.
Additional requirements
This role is based in Mexico City. We would require all Financial Coordinators to be based in the office.