Asesor patrimonial

Role Description This full-time Asesor patrimonial role at be.sight is a hybrid position based in the Guadalajara, Mexico Metropolitan Area, with a mix of on-site client meetings and some work-from-home flexibility. The role focuses on advising clients on comprehensive financial strategies, helping them define goals, assess risk tolerance, and build tailored plans that protect and grow their wealth over time. Day-to-day activities include meeting with clients, analyzing their financial situation, preparing proposals, and presenting recommendations for investments, insurance solutions, and retirement plans. The role also involves monitoring client portfolios, reviewing performance, and adjusting strategies as needed, while ensuring regulatory compliance and maintaining accurate documentation. Collaboration with internal teams, staying current on financial markets and products, and providing clear, ethical guidance are essential parts of the role.