Asesor financiero en cambios

Full-time Consultoría financiera/Banca privada

Role Description

The Asesor financiero en cambios is a full-time, on-site role based in Hermosillo, SON. This role is responsible for advising clients on foreign exchange operations, presenting tailored investment and currency strategies, and managing day-to-day transactional needs. The advisor will monitor market movements, analyze financial trends, and provide timely recommendations aligned with clients’ risk profiles and objectives. Daily activities include maintaining close communication with clients, preparing reports and proposals, ensuring regulatory and internal policy compliance, and collaborating with internal teams to deliver efficient and accurate service.

Qualifications

• Strong knowledge of foreign exchange markets, financial instruments, and basic macroeconomic concepts.
• Ability to analyze market data, interpret financial information, and prepare clear, concise client reports.
• Excellent client service, communicati...