Trainee - International Wealth Manager

  • Aston Financial
  • Monterrey, Nuevo Leon, Mexico
  • Jul 29, 2020
Full time Finance Marketing Sales

Job Description

We are an independent financial brokers and work with institutions based in the U.K, Europe and the U.S.

We help our clients in Mexico with their personal finances; savings, investments, retirement planning, education funding and offshore banking.

The international institutions that we work with offer many benefits for Mexican clients -

Tax Free Growth
Higher levels of confidentiality and Security
100% Investor Protection
Access to global currencies; USD, GBP, EUR, AUD, CHF etc
Access to the most respected funds managers; JPMorgan, Morgan Stanley, Goldman Sachs etc
24/7 online access to accounts
Higher Returns %
Lower charges

We are currently looking for motivated individuals who would like to train to be a Consultant with the company.

The role is self-employed and remuneration is 100% commission.
On target earnings Yr1 USD$25,000-USD$100,000

As the position is on a self-employed basis, it should be treated as your own business. We provide you with all of the training and materials required to be a successful Consultant. We also give you access to the Financial institutions in order for you to place business and track/service clients.

A high level of written and spoken English is required as the training will be conducted in English. Also, communication with the various institutions is generally conducted in English.

The role is suitable for candidates aged 28yrs+
Previous experience in finance, or sales would be an advantage, but not required.

The initial training will be completed online and should take approx. 3-6 weeks to complete. Time frames will be dependent on the amount of time and effort given to the training by the candidate.

Upon completion of the training and after an internal assessment, the candidate will be in a position to begin seeing clients and writing business.

At this stage, the candidate will be required to arrange their own business cards and client fact finds/questionnaires. Templates will be provided. This is to ensure that you are serious and to eliminate time wasters. We will provide a company email account and courier institution brochures to your address.

This is an incredible opportunity to build your own business, work for yourself and enjoy an uncapped income. For the right person, this will be the last job advertisement you ever respond to.

Please also respond if you are an existing, Independent Financial Consultant and would like access to International options for clients.

Please reply with a C.V. and or cover letter outlining relevant experience.