Flexible Work, Better Balance
• Prospecting and acquiring new clients and new assets of U/HNWI private clients from the Mexican market
• Advising both existing as well as new clients on all aspects of their financial needs
• Closely monitoring the financial markets and the trends in the field of international wealth management
• Define and execute a business plan based on the team's clientele and network of relations
• Currently working in a bank , an EAM, a multi-family office or a financial institute
• Minimum 5 years in a similar position
• Currently managing and owning a portfolio of private clients
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