Financial Advisor
Summary
As a Financial Advisor with Kempton Asset Management, you will be the face of the company when meeting clients and potential clients. Our clients expect professionalism and expertise to find the very best private investment solution. After an intensive training period, you will be an expert in this field. You will be trained on how to use your analytical skills to help the client find the perfect investment solution for their needs.
We rely on you to use your client service skills to advise the clients on how to make a profitable investment, continuing long after the initial investment is made. As the market changes we work with our clients to maximise the return on their investment.
This position is a full-time permanent position in Mexico City.
Qualifications:
Fluent in English
Excellent communication skills – Ability to explain complex information clearly
Confidence - Strong negotiation skills and presentation skills
Experience in customer facing roles – Sales highly preferable
Attention to detail
Ability to deal with ambiguity in an ever changing market
Ambitious
Approachable
Resourceful - Ability to think outside the box, and to learn on the fly
Description
Kempton Asset Management is one of the largest and fastest growing international financial brokers with presence in Latin America. We endeavour to find the very best private investment solutions for individuals and businesses alike, focusing mainly on simple objectives like Retirement Planning, Education Planning, and Wealth Management. 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. What we need from you is commitment. You will be employed not only to secure deals with the clients but to constantly advise on changes in the market. 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 passionate sales person who can build rapport easily with customers? Are you excited by satisfied clients? If yes, you could be the next financial advisor for Kempton.
Additional requirements
This role is based in Mexico City or in Monterrey, Mexico, We require all Financial Advisors to be based in the office – this may mean relocation would be necessary and we would offer assistance if needed.